Number of Shares
109,160.00
Current Holdings Value*
$40.01 Mil
% of Portfolio
4.3%
Total Estimate Gain
$16.40 Mil
% of Total Estimate Gain
41.64%

Zuckerman Investment Group, LLC's Ulta Beauty Inc Holding Summary

As of 2025-03-31, Zuckerman Investment Group, LLC held 109,160.00 shares of Ulta Beauty Inc(ULTA), totaling $40.01 Mil. This investment constitutes 4.3% of their stock portfolio, and Zuckerman Investment Group, LLC now holds 0.24% of the outstanding Ulta Beauty Inc(ULTA) stock.

The initial trade took place in 2019Q4. And since then Zuckerman Investment Group, LLC has made 10 purchases of ULTA, at an average price of $319.96, for a total of 123,098.00 shares. In addition, there have been 12 sales at an average price of $337.36 for 13,938.00 shares. Based on historical transaction data and ULTA's current price of $467.99, Zuckerman Investment Group, LLC's estimated gain on his ULTA holdings is $16.40 Mil, reflecting a 41.64% gain to date.

Zuckerman Investment Group, LLC ULTA ($467.99) Holding Chart

Zuckerman Investment Group, LLC ULTA ($467.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1