Waverton Investment Management’s Ulta Beauty ULTA Stock Holding History

Waverton Investment Management’s Portfolio ULTA Stock Details ULTA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell
2020 Q3	$7.96M	Buy
2020 Q2	$5.87M	Buy
2020 Q1	$2.96M	Buy
2018 Q4	–	Sell
2018 Q3	$3.16M	Buy
2018 Q2	$2.55M	Buy
2014 Q2	–	Sell
2014 Q1	$2.05M	Buy
2013 Q4	$2.02M	Hold
2013 Q3	$2.5M	Buy