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Bell Investment Advisors’s Under Armour Class C UA Stock Holding History

Bell Investment Advisors’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-158
Closed -$1.01K – 2001
2023
Q3 		$1.01K Sell
158
-80
-34% -$551 ﹤0.01% 1571
2023
Q2 		$1.6K Hold
238
– – ﹤0.01% 1404
2023
Q1 		$2.03K Hold
238
– – ﹤0.01% 1260
2022
Q4 		$2.12K Buy
238
+80
+51% +$608 ﹤0.01% 1260
2022
Q3 		$1K Hold
158
– – ﹤0.01% 1610
2022
Q2 		$1K Buy
+158
New +$1.78K ﹤0.01% 1636
2021
Q4 		$4K Hold
205
– – ﹤0.01% 907
2021
Q3 		$4K Buy
+205
New +$3.93K ﹤0.01% 833

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's UA Position: Q4 2023 in Review

Bell Investment Advisors sold out of Under Armour Class C (UA) in Q4 2023, closing a stake of 158 shares — an estimated $1.01K sold.

Bell Investment Advisors first reported a position in UA in Q3 2021 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 334 funds tracked by Wall St. Rank hold UA as of Q4 2023.

  • Bell Investment Advisors reported no remaining Under Armour Class C position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 158 Under Armour Class C shares in Q4 2023, an estimated $1.01K.
  • Bell Investment Advisors first reported a position in Under Armour Class C in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Under Armour Class C position peaked at $4K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.