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SJS Investment Consulting’s Sally Beauty Holdings SBH Stock Holding History

SJS Investment Consulting’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
Q4 		– Sell
-6
Closed -$51 – 1642
2023
Q3 		$51 Sell
6
-5
-45% -$53 ﹤0.01% 1588
2023
Q2 		$136 Sell
11
-1
-8% -$13 ﹤0.01% 1471
2023
Q1 		$187 Buy
12
+1
+9% +$16 ﹤0.01% 1373
2022
Q4 		$138 Buy
11
+5
+83% +$61 ﹤0.01% 1461
2022
Q3 		$0 Buy
+6
New +$83 ﹤0.01% 1485
2022
Q1 		$0 Buy
+2
New +$35 ﹤0.01% 1253

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SJS Investment Consulting's SBH Position: Q4 2023 in Review

SJS Investment Consulting sold out of Sally Beauty Holdings (SBH) in Q4 2023, closing a stake of 6 shares — an estimated $51 sold.

SJS Investment Consulting first reported a position in SBH in Q1 2022 and held it in 6 quarters. The position peaked at $187 in Q1 2023. 205 funds tracked by Wall St. Rank hold SBH as of Q4 2023.

  • SJS Investment Consulting reported no remaining Sally Beauty Holdings position as of Q4 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 6 Sally Beauty Holdings shares in Q4 2023, an estimated $51.
  • SJS Investment Consulting first reported a position in Sally Beauty Holdings in Q1 2022 and held it in 6 quarters.
  • SJS Investment Consulting's Sally Beauty Holdings position peaked at $187 in Q1 2023.
  • 205 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2023.

Based on SJS Investment Consulting's 13F filing for Q4 2023, filed 16 Jan 2024.