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Disciplined Investments’s Under Armour Class C UA Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-38
Closed -$255 – 1444
2023
Q2 		$255 Sell
38
-1
-3% -$7 ﹤0.01% 1443
2023
Q1 		$333 Hold
39
– – ﹤0.01% 1357
2022
Q4 		$348 Buy
39
+5
+15% +$38 ﹤0.01% 1297
2022
Q3 		$0 Buy
34
+30
+750% +$235 ﹤0.01% 1625
2022
Q2 		$0 Sell
4
-25
-86% -$281 ﹤0.01% 1633
2022
Q1 		$0 Buy
+29
New +$454 ﹤0.01% 1626

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Disciplined Investments's UA Position: Q3 2023 in Review

Disciplined Investments sold out of Under Armour Class C (UA) in Q3 2023, closing a stake of 38 shares — an estimated $255 sold.

Disciplined Investments first reported a position in UA in Q1 2022 and held it in 6 quarters. The position peaked at $348 in Q4 2022. 335 funds tracked by Wall St. Rank hold UA as of Q3 2023.

  • Disciplined Investments reported no remaining Under Armour Class C position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 38 Under Armour Class C shares in Q3 2023, an estimated $255.
  • Disciplined Investments first reported a position in Under Armour Class C in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Under Armour Class C position peaked at $348 in Q4 2022.
  • 335 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.