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Econ Financial Services’s Under Armour UAA Stock Holding History

Econ Financial Services’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
2024
Q1 		– Sell
-103,661
Closed -$911K – 97
2023
Q4 		$911K Buy
103,661
+23,619
+30% +$182K 0.64% 43
2023
Q3 		$548K Buy
80,042
+43,312
+118% +$326K 0.4% 56
2023
Q2 		$265K Buy
36,730
+340
+0.9% +$2.73K 0.19% 79
2023
Q1 		$345K Buy
+36,390
New +$378K 0.26% 75

Other funds holding UAA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Econ Financial Services's UAA Position: Q1 2024 in Review

Econ Financial Services sold out of Under Armour (UAA) in Q1 2024, closing a stake of 103,661 shares — an estimated $911K sold.

Econ Financial Services first reported a position in UAA in Q1 2023 and held it in 4 quarters. The position peaked at $911K in Q4 2023. 385 funds tracked by Wall St. Rank hold UAA as of Q1 2024.

  • Econ Financial Services reported no remaining Under Armour position as of Q1 2024 after selling out during the quarter.
  • Econ Financial Services sold 103,661 Under Armour shares in Q1 2024, an estimated $911K.
  • Econ Financial Services first reported a position in Under Armour in Q1 2023 and held it in 4 quarters.
  • Econ Financial Services's Under Armour position peaked at $911K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Under Armour as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.