Elmwood Wealth Management’s Under Armour Class C UA Stock Holding History

Elmwood Wealth Management’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
2020 Q2	–	Sell	-2	Closed	-$29	–	342
2020 Q1	$29	Buy	+2	New	+$29	﹤0.01%	300
2019 Q4	–	Sell	-4	Closed	–	–	231
2019 Q3	$0	Hold	4	–	–	﹤0.01%	280
2019 Q2	$0	Hold	4	–	–	﹤0.01%	302
2019 Q1	$0	Hold	4	–	–	﹤0.01%	302
2018 Q4	$0	Hold	4	–	–	﹤0.01%	311
2018 Q3	$81	Hold	4	–	–	﹤0.01%	286
2018 Q2	$86	Buy	4 +2	+100%	+$36	﹤0.01%	289
2018 Q1	$29	Buy	+2	New	+$28	﹤0.01%	300

Other funds holding UA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Elmwood Wealth Management's UA Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Under Armour Class C (UA) in Q2 2020, closing a stake of 2 shares — an estimated $29 sold.

Elmwood Wealth Management first reported a position in UA in Q1 2018 and held it in 8 quarters. The position peaked at $86 in Q2 2018. 363 funds tracked by Wall St. Rank hold UA as of Q2 2020.

Elmwood Wealth Management reported no remaining Under Armour Class C position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 2 Under Armour Class C shares in Q2 2020, an estimated $29.
Elmwood Wealth Management first reported a position in Under Armour Class C in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's Under Armour Class C position peaked at $86 in Q2 2018.
363 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.