Steward Partners Investment Advisory’s Sally Beauty Holdings SBH Stock Holding History

Steward Partners Investment Advisory’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	-106	Closed	-$888	–	3565
2023 Q3	$888	Hold	106	–	–	﹤0.01%	3205
2023 Q2	$1.31K	Hold	106	–	–	﹤0.01%	3092
2023 Q1	$1.65K	Hold	106	–	–	﹤0.01%	3051
2022 Q4	$1.33K	Hold	106	–	–	﹤0.01%	3090
2022 Q3	$1K	Hold	106	–	–	﹤0.01%	3163
2022 Q2	$1K	Hold	106	–	–	﹤0.01%	3158
2022 Q1	$2K	Buy	+106	New	+$1.83K	﹤0.01%	3111
2017 Q3	–	Sell	-84	Closed	-$1K	–	1748
2017 Q2	$1K	Buy	+84	New	+$1.62K	﹤0.01%	1546

Other funds holding SBH

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

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Partners Investment Advisory's SBH Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Sally Beauty Holdings (SBH) in Q4 2023, closing a stake of 106 shares — an estimated $888 sold.

Steward Partners Investment Advisory first reported a position in SBH in Q2 2017 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 205 funds tracked by Wall St. Rank hold SBH as of Q4 2023.

Steward Partners Investment Advisory reported no remaining Sally Beauty Holdings position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 106 Sally Beauty Holdings shares in Q4 2023, an estimated $888.
Steward Partners Investment Advisory first reported a position in Sally Beauty Holdings in Q2 2017 and held it in 8 quarters.
Steward Partners Investment Advisory's Sally Beauty Holdings position peaked at $2K in Q1 2022.
205 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.