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Clarfeld Financial Advisors’s Ulta Beauty ULTA Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$4K Buy
+15
New +$4.15K ﹤0.01% 373

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Clarfeld Financial Advisors's ULTA Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Ulta Beauty (ULTA) in Q4 2018: 15 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings.

654 funds tracked by Wall St. Rank hold ULTA as of Q4 2018.

  • Clarfeld Financial Advisors held 15 shares of Ulta Beauty worth $4K as of Q4 2018.
  • Ulta Beauty was a new Clarfeld Financial Advisors position in Q4 2018.
  • Ulta Beauty made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #373 holding.
  • 654 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.