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Marsico Capital Management’s Sally Beauty Holdings SBH Stock Holding History

Marsico Capital Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,371,647
Closed -$35.9M – 111
2013
Q3 		$35.9M Buy
+1,371,647
New +$38.4M 0.27% 55

Other funds holding SBH

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Macquarie Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Marsico Capital Management's SBH Position: Q4 2013 in Review

Marsico Capital Management sold out of Sally Beauty Holdings (SBH) in Q4 2013, closing a stake of 1,371,647 shares — an estimated $35.9M sold.

Marsico Capital Management first reported a position in SBH in Q3 2013 and held it in 1 quarter. The position peaked at $35.9M in Q3 2013. 206 funds tracked by Wall St. Rank hold SBH as of Q4 2013.

  • Marsico Capital Management reported no remaining Sally Beauty Holdings position as of Q4 2013 after selling out during the quarter.
  • Marsico Capital Management sold 1,371,647 Sally Beauty Holdings shares in Q4 2013, an estimated $35.9M.
  • Marsico Capital Management first reported a position in Sally Beauty Holdings in Q3 2013 and held it in 1 quarter.
  • Marsico Capital Management's Sally Beauty Holdings position peaked at $35.9M in Q3 2013.
  • 206 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2013.

Based on Marsico Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.