R Squared’s Sally Beauty Holdings SBH Stock Holding History

R Squared’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
2025 Q1	–	Sell	-5,370	Closed	-$56.1K	–	1271
2024 Q4	$56.1K	Buy	+5,370	New	+$68.7K	0.05%	451

Other funds holding SBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

R Squared's SBH Position: Q1 2025 in Review

R Squared sold out of Sally Beauty Holdings (SBH) in Q1 2025, closing a stake of 5,370 shares — an estimated $56.1K sold.

R Squared first reported a position in SBH in Q4 2024 and held it in 1 quarter. The position peaked at $56.1K in Q4 2024. 245 funds tracked by Wall St. Rank hold SBH as of Q1 2025.

R Squared reported no remaining Sally Beauty Holdings position as of Q1 2025 after selling out during the quarter.
R Squared sold 5,370 Sally Beauty Holdings shares in Q1 2025, an estimated $56.1K.
R Squared first reported a position in Sally Beauty Holdings in Q4 2024 and held it in 1 quarter.
R Squared's Sally Beauty Holdings position peaked at $56.1K in Q4 2024.
245 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.