ICRM
ULTI

Insight Capital Research & Management’s Ultimate Software Group Inc ULTI Stock Holding History

Insight Capital Research & Management’s Portfolio ULTI Stock Details ULTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-25,604
Closed -$3.51M – 161
2014
Q1 		$3.51M Buy
25,604
+1,985
+8% +$311K 0.81% 56
2013
Q4 		$3.62M Buy
+23,619
New +$3.57M 0.81% 52

Other funds holding ULTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Insight Capital Research & Management's ULTI Position: Q2 2014 in Review

Insight Capital Research & Management sold out of Ultimate Software Group Inc (ULTI) in Q2 2014, closing a stake of 25,604 shares — an estimated $3.51M sold.

Insight Capital Research & Management first reported a position in ULTI in Q4 2013 and held it in 2 quarters. The position peaked at $3.62M in Q4 2013. 203 funds tracked by Wall St. Rank hold ULTI as of Q2 2014.

  • Insight Capital Research & Management reported no remaining Ultimate Software Group Inc position as of Q2 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 25,604 Ultimate Software Group Inc shares in Q2 2014, an estimated $3.51M.
  • Insight Capital Research & Management first reported a position in Ultimate Software Group Inc in Q4 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's Ultimate Software Group Inc position peaked at $3.62M in Q4 2013.
  • 203 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2014.

Based on Insight Capital Research & Management's 13F filing for Q2 2014, filed 13 Aug 2014.