AJ Wealth Strategies’s Under Armour UAA Stock Holding History

AJ Wealth Strategies’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-99,446	Closed	-$1.01M	–	315
2022 Q4	$1.01M	Hold	99,446	–	–	0.05%	136
2022 Q3	$661K	Hold	99,446	–	–	0.04%	160
2022 Q2	$828K	Hold	99,446	–	–	0.04%	143
2022 Q1	$1.69M	Hold	99,446	–	–	0.08%	105
2021 Q4	$2.11M	Hold	99,446	–	–	0.1%	89
2021 Q3	$2.01M	Hold	99,446	–	–	0.11%	84
2021 Q2	$2.1M	Hold	99,446	–	–	0.13%	80
2021 Q1	$2.2M	Hold	99,446	–	–	0.16%	65
2020 Q4	$1.71M	Hold	99,446	–	–	0.15%	66
2020 Q3	$1.12M	Hold	99,446	–	–	0.11%	80
2020 Q2	$969K	Buy	99,446 +56,480	+131%	+$536K	0.11%	81
2020 Q1	$396K	Buy	+42,966	New	+$691K	0.05%	112

Other funds holding UAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AJ Wealth Strategies's UAA Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Under Armour (UAA) in Q1 2023, closing a stake of 99,446 shares — an estimated $1.01M sold.

AJ Wealth Strategies first reported a position in UAA in Q1 2020 and held it in 12 quarters. The position peaked at $2.2M in Q1 2021. 381 funds tracked by Wall St. Rank hold UAA as of Q1 2023.

AJ Wealth Strategies reported no remaining Under Armour position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 99,446 Under Armour shares in Q1 2023, an estimated $1.01M.
AJ Wealth Strategies first reported a position in Under Armour in Q1 2020 and held it in 12 quarters.
AJ Wealth Strategies's Under Armour position peaked at $2.2M in Q1 2021.
381 funds tracked by Wall St. Rank held Under Armour as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.