MGIA
SBH icon

Moneta Group Investment Advisors’s Sally Beauty Holdings SBH Stock Holding History

Moneta Group Investment Advisors’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
2018
Q1 		– Sell
-70
Closed -$1K – 702
2017
Q4 		$1K Buy
+70
New +$1.21K ﹤0.01% 433
2015
Q4 		– Sell
-658
Closed -$16K – 358
2015
Q3 		$16K Buy
+658
New +$18.2K ﹤0.01% 357

Other funds holding SBH

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Moneta Group Investment Advisors's SBH Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2018, closing a stake of 70 shares — an estimated $1K sold.

Moneta Group Investment Advisors first reported a position in SBH in Q3 2015 and held it in 2 quarters. The position peaked at $16K in Q3 2015. 251 funds tracked by Wall St. Rank hold SBH as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Sally Beauty Holdings position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 70 Sally Beauty Holdings shares in Q1 2018, an estimated $1K.
  • Moneta Group Investment Advisors first reported a position in Sally Beauty Holdings in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Sally Beauty Holdings position peaked at $16K in Q3 2015.
  • 251 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.