BerganKDV Wealth Management’s Under Armour Class C UA Stock Holding History

BerganKDV Wealth Management’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 Q2	$671	Hold	100	–	–	﹤0.01%	789
2023 Q1	$853	Hold	100	–	–	﹤0.01%	921
2022 Q4	$892	Hold	100	–	–	﹤0.01%	893
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	932
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	938
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	878
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	939
2021 Q3	$2K	Buy	+100	New	+$1.92K	﹤0.01%	912

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BerganKDV Wealth Management's UA Position: Q2 2023 in Review

BerganKDV Wealth Management held its Under Armour Class C (UA) position steady in Q2 2023 at 100 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #789.

BerganKDV Wealth Management first reported a position in UA in Q3 2021 and has held it in 8 quarters since. The position peaked at $2K in Q1 2022. 338 funds tracked by Wall St. Rank hold UA as of Q2 2023.

BerganKDV Wealth Management held 100 shares of Under Armour Class C worth $671 as of Q2 2023.
BerganKDV Wealth Management left its Under Armour Class C share count unchanged in Q2 2023.
Under Armour Class C made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #789 holding.
BerganKDV Wealth Management first reported a position in Under Armour Class C in Q3 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's Under Armour Class C position peaked at $2K in Q1 2022.
338 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.