Avitas Wealth Management’s Under Armour UAA Stock Holding History

Avitas Wealth Management’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
2021 Q4	–	Sell	-82,800	Closed	-$11K	–	196
2021 Q3	$11K	Buy	+82,800	New	+$1.83M	﹤0.01%	192

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avitas Wealth Management's UAA Position: Q3 2019 in Review

Avitas Wealth Management sold out of Under Armour (UAA) in Q3 2019, closing a stake of 23,795 shares — an estimated $603K sold.

Avitas Wealth Management first reported a position in UAA in Q2 2018 and held it in 5 quarters. The position peaked at $603K in Q2 2019. 455 funds tracked by Wall St. Rank hold UAA as of Q3 2019.

Avitas Wealth Management reported no remaining Under Armour position as of Q3 2019 after selling out during the quarter.
Avitas Wealth Management sold 23,795 Under Armour shares in Q3 2019, an estimated $603K.
Avitas Wealth Management first reported a position in Under Armour in Q2 2018 and held it in 5 quarters.
Avitas Wealth Management's Under Armour position peaked at $603K in Q2 2019.
455 funds tracked by Wall St. Rank held Under Armour as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.