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Founders Financial Alliance’s Ulta Beauty ULTA Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-28
Closed -$7K – 1200
2020
Q3 		$7K Buy
+28
New +$6.02K ﹤0.01% 890

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Alliance's ULTA Position: Q4 2020 in Review

Founders Financial Alliance sold out of Ulta Beauty (ULTA) in Q4 2020, closing a stake of 28 shares — an estimated $7K sold.

Founders Financial Alliance first reported a position in ULTA in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 747 funds tracked by Wall St. Rank hold ULTA as of Q4 2020.

  • Founders Financial Alliance reported no remaining Ulta Beauty position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 28 Ulta Beauty shares in Q4 2020, an estimated $7K.
  • Founders Financial Alliance first reported a position in Ulta Beauty in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Ulta Beauty position peaked at $7K in Q3 2020.
  • 747 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.