Castle Financial & Retirement Planning Associates’s Ulta Beauty ULTA Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio ULTA Stock Details ULTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Buy	+3	New	+$1.17K	﹤0.01%	199

Other funds holding ULTA

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ULTA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Ulta Beauty (ULTA) in Q4 2021: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings.

867 funds tracked by Wall St. Rank hold ULTA as of Q4 2021.

Castle Financial & Retirement Planning Associates held 3 shares of Ulta Beauty worth $1K as of Q4 2021.
Ulta Beauty was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Ulta Beauty made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #199 holding.
867 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.