CJL
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Cyrus J. Lawrence’s Ulta Beauty ULTA Stock Holding History

Cyrus J. Lawrence’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
2025
Q1 		– Sell
-165
Closed -$71K – 160
2024
Q4 		$71K Hold
165
– – 0.01% 103
2024
Q3 		$64K Sell
165
-15,027
-99% -$5.64M 0.01% 108
2024
Q2 		$5.86M Sell
15,192
-296
-2% -$120K 1.19% 37
2024
Q1 		$8.1M Buy
+15,488
New +$8M 1.8% 26
2023
Q3 		$6.34M Sell
15,877
-19
-0.1% -$8.31K 1.74% 29
2023
Q2 		$7.48K Buy
15,896
+292
+2% +$143K 1.62% 23
2023
Q1 		$8.52M Sell
15,604
-368
-2% -$189K 2.48% 12
2022
Q4 		$7.49M Sell
15,972
-203
-1% -$87.5K 2.24% 20
2022
Q3 		$6.49M Sell
16,175
-275
-2% -$111K 1.28% 28
2022
Q2 		$6.34M Sell
16,450
-651
-4% -$259K 1.83% 27
2022
Q1 		$6.81M Buy
+17,101
New +$6.44M 1.56% 32

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return