SAG
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SageView Advisory Group’s Ulta Beauty ULTA Stock Holding History

SageView Advisory Group’s Portfolio ULTA Stock Details ULTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,969
Closed -$537K – 773
2024
Q1 		$537K Buy
+6,969
New +$537K 0.03% 311