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Oliver Lagore Vanvalin Investment Group’s Ulta Beauty ULTA Stock Holding History

Oliver Lagore Vanvalin Investment 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 		– Sell
-1
Closed -$389 – 733
2024
Q3 		$389 Buy
+1
New +$375 ﹤0.01% 628

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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

Oliver Lagore Vanvalin Investment Group's ULTA Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Ulta Beauty (ULTA) in Q4 2024, closing a stake of 1 share — an estimated $389 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ULTA in Q3 2024 and held it in 1 quarter. The position peaked at $389 in Q3 2024. 999 funds tracked by Wall St. Rank hold ULTA as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Ulta Beauty position as of Q4 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1 Ulta Beauty share in Q4 2024, an estimated $389.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Ulta Beauty in Q3 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Ulta Beauty position peaked at $389 in Q3 2024.
  • 999 funds tracked by Wall St. Rank held Ulta Beauty as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.