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Moisand Fitzgerald Tamayo’s Sally Beauty Holdings SBH Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q3 		– Sell
-67
Closed -$828 – 817
2023
Q2 		$828 Hold
67
– – ﹤0.01% 679
2023
Q1 		$1.04K Hold
67
– – ﹤0.01% 682
2022
Q4 		$839 Hold
67
– – ﹤0.01% 695
2022
Q3 		$1K Buy
+67
New +$930 ﹤0.01% 649

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SBH Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Sally Beauty Holdings (SBH) in Q3 2023, closing a stake of 67 shares — an estimated $828 sold.

Moisand Fitzgerald Tamayo first reported a position in SBH in Q3 2022 and held it in 4 quarters. The position peaked at $1.04K in Q1 2023. 207 funds tracked by Wall St. Rank hold SBH as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Sally Beauty Holdings position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 67 Sally Beauty Holdings shares in Q3 2023, an estimated $828.
  • Moisand Fitzgerald Tamayo first reported a position in Sally Beauty Holdings in Q3 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Sally Beauty Holdings position peaked at $1.04K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.