The Family Firm’s Sally Beauty Holdings SBH Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-800	Closed	-$8.58K	–	717
2024 Q2	$8.58K	Buy	+800	New	+$8.79K	﹤0.01%	696

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

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

ACH

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

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

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

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

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

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

The Family Firm's SBH Position: Q3 2024 in Review

The Family Firm sold out of Sally Beauty Holdings (SBH) in Q3 2024, closing a stake of 800 shares — an estimated $8.58K sold.

The Family Firm first reported a position in SBH in Q2 2024 and held it in 1 quarter. The position peaked at $8.58K in Q2 2024. 241 funds tracked by Wall St. Rank hold SBH as of Q3 2024.

The Family Firm reported no remaining Sally Beauty Holdings position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 800 Sally Beauty Holdings shares in Q3 2024, an estimated $8.58K.
The Family Firm first reported a position in Sally Beauty Holdings in Q2 2024 and held it in 1 quarter.
The Family Firm's Sally Beauty Holdings position peaked at $8.58K in Q2 2024.
241 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.