Essex Financial Services’s Under Armour UAA Stock Holding History

Essex 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
2026 Q1	–	Sell	-12,627	Closed	-$62.8K	–	832
2025 Q4	$62.8K	Buy	+12,627	New	+$58.5K	﹤0.01%	780
2016 Q4	–	Sell	-7,920	Closed	-$306K	–	333
2016 Q3	$306K	Sell	7,920 -700	-8%	-$28.3K	0.07%	241
2016 Q2	$346K	Sell	8,620 -5,570	-39%	-$221K	0.08%	221
2016 Q1	$598K	Sell	14,190 -3,827	-21%	-$150K	0.15%	149
2015 Q4	$721K	Buy	18,017 +9,779	+119%	+$443K	0.17%	134
2015 Q3	$396K	Buy	8,238 +806	+11%	+$38K	0.1%	203
2015 Q2	$308K	Buy	+7,432	New	+$299K	0.08%	234

Other funds holding UAA

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return