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SummerHaven Investment Management’s Sally Beauty Holdings SBH Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-74,431
Closed -$689K – 277
2025
Q2 		$689K Buy
74,431
+1,741
+2% +$15K 0.45% 111
2025
Q1 		$656K Buy
72,690
+1,323
+2% +$13K 0.46% 121
2024
Q4 		$746K Hold
71,367
– – 0.46% 121
2024
Q3 		$968K Buy
+71,367
New +$848K 0.59% 24
2023
Q3 		– Sell
-56,311
Closed -$695K – 256
2023
Q2 		$695K Sell
56,311
-8,029
-12% -$102K 0.44% 114
2023
Q1 		$1M Buy
64,340
+1,075
+2% +$16.7K 0.58% 53
2022
Q4 		$792K Buy
63,265
+916
+1% +$11.2K 0.47% 113
2022
Q3 		$786K Buy
62,349
+20,930
+51% +$291K 0.54% 54
2022
Q2 		$494K Hold
41,419
– – 0.33% 163
2022
Q1 		$647K Buy
41,419
+1,808
+5% +$31.3K 0.37% 168
2021
Q4 		$731K Hold
39,611
– – 0.39% 164
2021
Q3 		$667K Buy
39,611
+7,113
+22% +$136K 0.39% 191
2021
Q2 		$717K Buy
32,498
+727
+2% +$15.3K 0.41% 134
2021
Q1 		$640K Hold
31,771
– – 0.39% 150
2020
Q4 		$414K Buy
+31,771
New +$339K 0.32% 193

Other funds holding SBH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SummerHaven Investment Management's SBH Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Sally Beauty Holdings (SBH) in Q3 2025, closing a stake of 74,431 shares — an estimated $689K sold.

SummerHaven Investment Management first reported a position in SBH in Q4 2020 and held it in 15 quarters. The position peaked at $1M in Q1 2023. 249 funds tracked by Wall St. Rank hold SBH as of Q3 2025.

  • SummerHaven Investment Management reported no remaining Sally Beauty Holdings position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 74,431 Sally Beauty Holdings shares in Q3 2025, an estimated $689K.
  • SummerHaven Investment Management first reported a position in Sally Beauty Holdings in Q4 2020 and held it in 15 quarters.
  • SummerHaven Investment Management's Sally Beauty Holdings position peaked at $1M in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.