Disciplined Investments’s Under Armour UAA Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-28	Closed	-$202	–	1445
2023 Q2	$202	Hold	28	–	–	﹤0.01%	1499
2023 Q1	$266	Buy	28 +1	+4%	+$10	﹤0.01%	1435
2022 Q4	$274	Buy	27 +3	+13%	+$26	﹤0.01%	1364
2022 Q3	$0	Buy	+24	New	+$210	﹤0.01%	1626
2022 Q2	–	Sell	-184	Closed	-$3K	–	1634
2022 Q1	$3K	Buy	184 +20	+12%	+$359	﹤0.01%	613
2021 Q4	$3K	Hold	164	–	–	﹤0.01%	426
2021 Q3	$3K	Hold	164	–	–	﹤0.01%	381
2021 Q2	$3K	Hold	164	–	–	﹤0.01%	369
2021 Q1	$4K	Hold	164	–	–	﹤0.01%	306
2020 Q4	$3K	Hold	164	–	–	﹤0.01%	275
2020 Q3	$2K	Hold	164	–	–	﹤0.01%	357
2020 Q2	$2K	Hold	164	–	–	﹤0.01%	362
2020 Q1	$2K	Hold	164	–	–	﹤0.01%	372
2019 Q4	$4K	Buy	+164	New	+$3.19K	﹤0.01%	349

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Disciplined Investments's UAA Position: Q3 2023 in Review

Disciplined Investments sold out of Under Armour (UAA) in Q3 2023, closing a stake of 28 shares — an estimated $202 sold.

Disciplined Investments first reported a position in UAA in Q4 2019 and held it in 14 quarters. The position peaked at $4K in Q1 2021. 364 funds tracked by Wall St. Rank hold UAA as of Q3 2023.

Disciplined Investments reported no remaining Under Armour position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 28 Under Armour shares in Q3 2023, an estimated $202.
Disciplined Investments first reported a position in Under Armour in Q4 2019 and held it in 14 quarters.
Disciplined Investments's Under Armour position peaked at $4K in Q1 2021.
364 funds tracked by Wall St. Rank held Under Armour as of Q3 2023.

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