ULTA Ulta Beauty Inc.

Ownership history in AGF MANAGEMENT LTD  ·  10 quarters on record

This page tracks every 13F SEC filing in which AGF MANAGEMENT LTD reported a position in Ulta Beauty Inc. (ULTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.98% (2023 Q1)
Avg. % of fund
0.28%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 356,318 +349,133 +4859.2% 0.94% $215.6M $605.01
2025 Q3 ADDED 7,185 +5,882 +451.4% 0.02% $3.9M $546.75
2025 Q2 REDUCED 1,303 -4,862 -78.9% 0.00% $610K $467.82
2024 Q2 ADDED 6,165 +2,070 +50.5% 0.01% $2.4M $385.87
2024 Q1 REDUCED 4,095 -2,775 -40.4% 0.01% $2.1M $522.88
2023 Q4 REDUCED 6,870 -1,413 -17.1% 0.02% $3.4M $489.99
2023 Q3 ADDED 8,283 +1,380 +20.0% 0.02% $3.3M $399.45
2023 Q2 REDUCED 6,903 -255,697 -97.4% 0.02% $3.2M $470.60
2023 Q1 ADDED 262,600 +27,022 +11.5% 0.98% $143.3M $545.67
2022 Q4 INITIATED 235,578 0.80% $110.5M
% of Fund (quarterly)    ULTA price (monthly, adj. close)
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