WIL
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Winifred I. Li’s Sally Beauty Holdings SBH Stock Holding History

Winifred I. Li’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
2014
Q4 		$72K Hold
2,340
– – 0.07% 232
2014
Q3 		$64K Hold
2,340
– – 0.06% 251
2014
Q2 		$59K Hold
2,340
– – 0.05% 273
2014
Q1 		$64K Hold
2,340
– – 0.06% 254
2013
Q4 		$71K Hold
2,340
– – 0.06% 239
2013
Q3 		$61K Hold
2,340
– – 0.06% 248
2013
Q2 		$73K Buy
+2,340
New +$70.7K 0.07% 222

Other funds holding SBH

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Winifred I. Li's SBH Position: Q4 2014 in Review

Winifred I. Li held its Sally Beauty Holdings (SBH) position steady in Q4 2014 at 2,340 shares worth $72K. The position accounts for 0.07% of the portfolio, ranked #232.

Winifred I. Li first reported a position in SBH in Q2 2013 and has held it in 7 quarters since. The position peaked at $73K in Q2 2013. 220 funds tracked by Wall St. Rank hold SBH as of Q4 2014.

  • Winifred I. Li held 2,340 shares of Sally Beauty Holdings worth $72K as of Q4 2014.
  • Winifred I. Li left its Sally Beauty Holdings share count unchanged in Q4 2014.
  • Sally Beauty Holdings made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #232 holding.
  • Winifred I. Li first reported a position in Sally Beauty Holdings in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Sally Beauty Holdings position peaked at $73K in Q2 2013.
  • 220 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.