BerganKDV Wealth Management’s Under Armour UAA Stock Holding History

BerganKDV 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
2023 Q2	$722	Hold	100	–	–	﹤0.01%	783
2023 Q1	$949	Hold	100	–	–	﹤0.01%	909
2022 Q4	$1.02K	Hold	100	–	–	﹤0.01%	878
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	933
2022 Q2	$1K	Buy	+100	New	+$1.23K	﹤0.01%	939
2020 Q2	–	Sell	-59	Closed	-$1K	–	1097
2020 Q1	$1K	Hold	59	–	–	﹤0.01%	888
2019 Q4	$1K	Hold	59	–	–	﹤0.01%	904
2019 Q3	$1K	Hold	59	–	–	﹤0.01%	683
2019 Q2	$1K	Hold	59	–	–	﹤0.01%	723
2019 Q1	$1K	Hold	59	–	–	﹤0.01%	720
2018 Q4	$1K	Buy	+59	New	+$1.21K	﹤0.01%	683
2018 Q3	–	Sell	-35	Closed	-$1K	–	655
2018 Q2	$1K	Buy	+35	New	+$691	﹤0.01%	635

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BerganKDV Wealth Management held its Under Armour (UAA) position steady in Q2 2023 at 100 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #783.

BerganKDV Wealth Management first reported a position in UAA in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.02K in Q4 2022. 373 funds tracked by Wall St. Rank hold UAA as of Q2 2023.

BerganKDV Wealth Management held 100 shares of Under Armour worth $722 as of Q2 2023.
BerganKDV Wealth Management left its Under Armour share count unchanged in Q2 2023.
Under Armour made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #783 holding.
BerganKDV Wealth Management first reported a position in Under Armour in Q2 2018 and has held it in 12 quarters since.
BerganKDV Wealth Management's Under Armour position peaked at $1.02K in Q4 2022.
373 funds tracked by Wall St. Rank held Under Armour as of Q2 2023.

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