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Gupta Wealth Management’s Ulta Beauty ULTA Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$2K Buy
10
+3
+43% +$523 ﹤0.01% 1085
2015
Q4 		$1K Hold
7
– – ﹤0.01% 1209
2015
Q3 		$1K Buy
+7
New +$1.15K ﹤0.01% 1221

Other funds holding ULTA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Gupta Wealth Management's ULTA Position: Q1 2016 in Review

Gupta Wealth Management increased its Ulta Beauty (ULTA) stake by 43% in Q1 2016, buying an estimated $523 and bringing the position to 10 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Gupta Wealth Management first reported a position in ULTA in Q3 2015 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold ULTA as of Q1 2016.

  • Gupta Wealth Management held 10 shares of Ulta Beauty worth $2K as of Q1 2016.
  • Gupta Wealth Management bought 3 Ulta Beauty shares in Q1 2016, an estimated $523.
  • Ulta Beauty made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1085 holding.
  • Gupta Wealth Management first reported a position in Ulta Beauty in Q3 2015 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.