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Edge Capital Group’s Ulta Beauty ULTA Stock Holding History

Edge Capital Group’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
2024
Q4 		$33.5K Buy
+83,744
New +$32.4M ﹤0.01% 323

Other funds holding ULTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Capital Group's ULTA Position: Q4 2024 in Review

Edge Capital Group opened a new position in Ulta Beauty (ULTA) in Q4 2024: 83,744 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings.

998 funds tracked by Wall St. Rank hold ULTA as of Q4 2024.

  • Edge Capital Group held 83,744 shares of Ulta Beauty worth $33.5K as of Q4 2024.
  • Ulta Beauty was a new Edge Capital Group position in Q4 2024.
  • Ulta Beauty made up ﹤0.01% of Edge Capital Group's portfolio in Q4 2024, its #323 holding.
  • 998 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.