Montag & Caldwell Lifted Ulta Beauty (ULTA) Holding by $13.27 Million; Fomento Economico Mexicano S (FMX) Position Maintained by Sands Capital Management Llc

June 14, 2018 - By Nellie Frank

Ulta Beauty, Inc. (NASDAQ:ULTA) Logo

Montag & Caldwell Llc increased its stake in Ulta Beauty Inc. (ULTA) by 17.88% based on its latest 2018Q1 regulatory filing with the SEC. Montag & Caldwell Llc bought 65,063 shares as the company’s stock rose 26.20% while stock markets declined. The institutional investor held 428,858 shares of the 2007 company at the end of 2018Q1, valued at $87.60M, up from 363,795 at the end of the previous reported quarter. Montag & Caldwell Llc who had been investing in Ulta Beauty Inc. for a number of months, seems to be bullish on the $14.84B market cap company. The stock decreased 0.37% or $0.92 during the last trading session, reaching $246.6. About 1.38 million shares traded or 16.32% up from the average. Ulta Beauty, Inc. (NASDAQ:ULTA) has declined 14.33% since June 14, 2017 and is downtrending. It has underperformed by 26.90% the S&P500. Some Historical ULTA News: 09/04/2018 – The Klein Law Firm Reminds Investors of a Class Action on Behalf of Ulta Beauty, Inc. Shareholders and a Lead Plaintiff Deadlin; 15/03/2018 – Ulta Beauty 4Q Net $208.2M; 13/03/2018 – Robbins Arroyo LLP Is Investigating the Officers and Directors of Ulta Beauty, Inc. (ULTA) on Behalf of Shareholders; 23/03/2018 – The New League: Ulta Beauty’s Masstige Players; 15/03/2018 – ULTA BEAUTY INC – SEES CAPITAL EXPENDITURES OF $375 MLN IN FISCAL 2018; 19/04/2018 – Bragar Eagel & Squire, P.C. Reminds Investors That a Class Action Lawsuit Has Been Filed Against Ulta Beauty, Inc. (ULTA) and; 15/05/2018 – Owl Creek Adds Ulta Beauty, Exits Alliance Data: 13F; 05/03/2018 – Bragar Eagel & Squire, P.C. Announces That a Class Action Lawsuit Has Been Filed Against Ulta Beauty, Inc. (ULTA) and Encourage; 15/03/2018 – In the earnings space, Dollar General, J. Jill, Adobe Systems, Broadcom and Ulta Beauty are all slated to release their latest financial results; 15/03/2018 – ULTA BEAUTY INC – QTRLY COMPARABLE SALES INCREASED 8.8%

Sands Capital Management Llc increased its stake in Fomento Economico Mexicano S (FMX) by 50.09% based on its latest 2018Q1 regulatory filing with the SEC. Sands Capital Management Llc bought 32,799 shares as the company’s stock declined 10.69% with the market. The institutional investor held 98,280 shares of the beverages (production and distribution) company at the end of 2018Q1, valued at $8.99M, up from 65,481 at the end of the previous reported quarter. Sands Capital Management Llc who had been investing in Fomento Economico Mexicano S for a number of months, seems to be bullish on the $18.10B market cap company. The stock decreased 0.49% or $0.41 during the last trading session, reaching $83.93. About 614,035 shares traded or 31.48% up from the average. Fomento Económico Mexicano, S.A.B. de C.V. (NYSE:FMX) has declined 12.88% since June 14, 2017 and is downtrending. It has underperformed by 25.45% the S&P500. Some Historical FMX News: 26/04/2018 – Fomento Economico 1Q 2.5% Volume Growth at Coca-Cola FEMSA Brazil; 16/03/2018 – FEMSA SHAREHOLDERS APPROVE DIVIDEND OF MXN9.22B; 07/03/2018 FEMSA ANNOUNCES DIVIDEND PROPOSAL FOR 2018; 24/04/2018 – FEMSA Files 2017 SEC Annual Report; 26/04/2018 – MEXICO’S FEMSA FMSAUBD.MX REPORTS FIRST-QUARTER REVENUE OF 115.34 BILLION PESOS; 16/03/2018 – Press Release: FEMSA Hldrs Approved Ps. 9,221 M Div; 26/04/2018 – FEMSA IN PILOT WITH AMAZON, ROLL OUT BROADER PLAN THIS YEAR; 30/05/2018 – FOMENTO RESORTS AND HOTELS LTD FHOT.BO – RECOMMENDED DIVIDEND OF 7.5 RUPEES PER SHARE; 26/04/2018 – FEMSA EXPERIMENTS W/ FINTECH INITIATIVE TO BOOST E-COMMERCE:CEO; 30/05/2018 – INDIA’S FOMENTO RESORTS AND HOTELS LTD FHOT.BO – MARCH QTR PROFIT 29.5 MLN RUPEES VS 42.8 MLN RUPEES YR AGO

Since April 5, 2018, it had 0 insider buys, and 7 selling transactions for $14.56 million activity. Dillon Mary N sold $3.37M worth of stock or 16,286 shares. Halligan Catherine Ann sold $100,976 worth of stock. Settersten Scott M also sold $1.78M worth of Ulta Beauty, Inc. (NASDAQ:ULTA) shares. Nagler Lorna sold 3,000 shares worth $685,057. 600 shares valued at $149,963 were sold by WITTMAN VANESSA AMES on Friday, June 8.

More notable recent Ulta Beauty, Inc. (NASDAQ:ULTA) news were published by: Fool.com which released: “Ulta Beauty Proves It Has Many Tools in Its Toolbox” on June 09, 2018, also Benzinga.com with their article: “Ulta Beauty Downgraded By Goldman Sachs As Loyalty Program Growth Slows” published on June 05, 2018, Seekingalpha.com published: “Why Ulta Beauty Is Compelling Over Amazon” on June 14, 2018. More interesting news about Ulta Beauty, Inc. (NASDAQ:ULTA) were released by: Nasdaq.com and their article: “Ulta Beauty Has a Lot to Prove on Thursday” published on May 28, 2018 as well as Fool.com‘s news article titled: “Ulta Beauty Affirms Its 2018 Sales Outlook” with publication date: June 01, 2018.

Investors sentiment increased to 1.02 in Q1 2018. Its up 0.07, from 0.95 in 2017Q4. It increased, as 63 investors sold ULTA shares while 151 reduced holdings. 75 funds opened positions while 144 raised stakes. 51.94 million shares or 2.83% less from 53.45 million shares in 2017Q4 were reported. The Kentucky-based Kentucky Retirement Sys Ins Tru Fund has invested 0.05% in Ulta Beauty, Inc. (NASDAQ:ULTA). Panagora Asset reported 1,545 shares. Ubs Asset Mgmt Americas reported 0% stake. 9,400 are owned by Ellington Management Grp Limited Liability Corporation. Moreover, Goodnow Limited Co has 0.11% invested in Ulta Beauty, Inc. (NASDAQ:ULTA). Bnp Paribas Asset Mngmt Sa stated it has 0.03% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA). The Quebec – Canada-based Sector Pension Invest Board has invested 0% in Ulta Beauty, Inc. (NASDAQ:ULTA). Calamos Advsrs Llc reported 238,257 shares. Fulton Retail Bank Na reported 9,520 shares or 0.14% of all its holdings. Clearbridge Limited reported 275 shares. Marathon Equity Management Limited invested 2.15% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA). Montag And Caldwell Limited Liability Co, Georgia-based fund reported 428,858 shares. Moreover, Janney Montgomery Scott has 0.04% invested in Ulta Beauty, Inc. (NASDAQ:ULTA) for 17,968 shares. Zurcher Kantonalbank (Zurich Cantonalbank) has 0.02% invested in Ulta Beauty, Inc. (NASDAQ:ULTA). Synovus Corp reported 0.07% in Ulta Beauty, Inc. (NASDAQ:ULTA).

Montag & Caldwell Llc, which manages about $14.22B and $2.75 billion US Long portfolio, decreased its stake in Apple Inc (NASDAQ:AAPL) by 362,648 shares to 462,138 shares, valued at $77.54 million in 2018Q1, according to the filing. It also reduced its holding in Oracle Corp (NYSE:ORCL) by 194,870 shares in the quarter, leaving it with 1.51 million shares, and cut its stake in Facebook Inc (NASDAQ:FB).

Among 29 analysts covering Ulta Salon Cosmetics & Fragrance Inc (NASDAQ:ULTA), 19 have Buy rating, 0 Sell and 10 Hold. Therefore 66% are positive. Ulta Salon Cosmetics & Fragrance Inc had 135 analyst reports since July 21, 2015 according to SRatingsIntel. As per Tuesday, September 29, the company rating was downgraded by Wolfe Research. Loop Capital initiated it with “Hold” rating and $285 target in Thursday, February 9 report. The stock has “Overweight” rating by Morgan Stanley on Friday, March 16. Telsey Advisory Group maintained it with “Outperform” rating and $200.0 target in Monday, August 24 report. The company was upgraded on Tuesday, April 10 by PiperJaffray. Cowen & Co maintained the shares of ULTA in report on Thursday, September 28 with “Buy” rating. The firm has “Market Perform” rating by BMO Capital Markets given on Friday, March 16. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) has “Hold” rating given on Friday, August 28 by Deutsche Bank. The firm has “Hold” rating given on Friday, August 26 by Jefferies. The rating was maintained by Stifel Nicolaus with “Hold” on Monday, October 10.

Another recent and important Fomento Económico Mexicano, S.A.B. de C.V. (NYSE:FMX) news was published by Globenewswire.com which published an article titled: “Consolidated Research: 2018 Summary Expectations for Seaspan, Canadian Imperial Bank of Commerce, Bank Of …” on June 01, 2018.

Sands Capital Management Llc, which manages about $42.07 billion and $33.81B US Long portfolio, decreased its stake in Illumina Inc (NASDAQ:ILMN) by 289,052 shares to 4.46 million shares, valued at $1.06 billion in 2018Q1, according to the filing. It also reduced its holding in Salesforce Com Inc (NYSE:CRM) by 844,703 shares in the quarter, leaving it with 12.00M shares, and cut its stake in Medidata Solutions Inc (NASDAQ:MDSO).

Among 6 analysts covering Fomento Economico Mexicano SAB (NYSE:FMX), 6 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Fomento Economico Mexicano SAB had 13 analyst reports since August 18, 2015 according to SRatingsIntel. The firm has “Overweight” rating by JP Morgan given on Monday, October 2. The firm has “Neutral” rating given on Friday, January 20 by JP Morgan. The stock of Fomento Económico Mexicano, S.A.B. de C.V. (NYSE:FMX) has “Hold” rating given on Wednesday, August 19 by Zacks. Citigroup upgraded the shares of FMX in report on Friday, April 29 to “Buy” rating. The stock of Fomento Económico Mexicano, S.A.B. de C.V. (NYSE:FMX) earned “Overweight” rating by JP Morgan on Tuesday, August 18. The rating was maintained by Barclays Capital with “Overweight” on Monday, March 7. The stock has “Buy” rating by Zacks on Monday, August 31. The rating was maintained by Barclays Capital on Wednesday, October 11 with “Overweight”. The stock of Fomento Económico Mexicano, S.A.B. de C.V. (NYSE:FMX) earned “Buy” rating by Stifel Nicolaus on Tuesday, November 22. As per Friday, October 14, the company rating was maintained by Barclays Capital.

Ulta Beauty, Inc. (NASDAQ:ULTA) Institutional Positions Chart

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