GIM
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Generate Investment Management’s Ulta Beauty ULTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,444
Closed -$11.2M 91
2024
Q1
$11.2M Sell
21,444
-6,550
-23% -$3.42M 0.81% 38
2023
Q4
$13.7M Buy
+27,994
New +$13.7M 1.19% 31