Crewe Advisors’s Under Armour Class C UA Stock Holding History

Crewe 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
2022 Q4	–	Sell	-98	Closed	-$1K	–	1277
2022 Q3	$1K	Buy	+98	New	+$767	﹤0.01%	1211
2020 Q3	–	Sell	-145	Closed	-$1K	–	638
2020 Q2	$1K	Hold	145	–	–	﹤0.01%	212
2020 Q1	$1K	Hold	145	–	–	﹤0.01%	174
2019 Q4	$3K	Buy	145 +50	+53%	+$880	﹤0.01%	229
2019 Q3	$2K	Hold	95	–	–	﹤0.01%	208
2019 Q2	$2K	Buy	+95	New	+$1.98K	﹤0.01%	272

Other funds holding UA

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

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

ACH

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Crewe Advisors's UA Position: Q4 2022 in Review

Crewe Advisors sold out of Under Armour Class C (UA) in Q4 2022, closing a stake of 98 shares — an estimated $1K sold.

Crewe Advisors first reported a position in UA in Q2 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 353 funds tracked by Wall St. Rank hold UA as of Q4 2022.

Crewe Advisors reported no remaining Under Armour Class C position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 98 Under Armour Class C shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Under Armour Class C in Q2 2019 and held it in 6 quarters.
Crewe Advisors's Under Armour Class C position peaked at $3K in Q4 2019.
353 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.