Ownership history in BENDER ROBERT & ASSOCIATES Β· 53 quarters on record
This page tracks every 13F SEC filing in which BENDER ROBERT & ASSOCIATES reported a position in ULTA SALON COSMETCS & FRAG I COM (ULTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BENDER ROBERT & ASSOCIATES outperformed the S&P 500 by +4.2% annually on this ULTA position. Timing score: 42% (22/52 decisions correct). Average cost basis: $236.56. Maximum drawdown during holding period: β49.6%.
β
Outperformed SPY on this position by 4.2% ann.
52 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
22 of 52 add/trim decisions correct
Best entry: $81.17 (2013 Q1) Β· Worst: $489.99 (2023 Q4)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
15 adds Β· 38 trims. Bought during 5 of 17 down-price quarters. π Predominantly trimming β distribution phase.
π BENDER ROBERT & ASSOCIATES has been actively increasing its ULTA allocation β a bullish signal from insiders.
Currently 2.75% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size