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Halpern Financial’s Under Armour UAA Stock Holding History

Halpern Financial’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
Q1 		– Sell
-10
Closed -$102 – 199
2022
Q4 		$102 Hold
10
– – ﹤0.01% 191
2022
Q3 		$67 Hold
10
– – ﹤0.01% 208
2022
Q2 		$83 Hold
10
– – ﹤0.01% 312
2022
Q1 		$170 Hold
10
– – ﹤0.01% 218
2021
Q4 		$212 Hold
10
– – ﹤0.01% 243
2021
Q3 		$202 Hold
10
– – ﹤0.01% 251
2021
Q2 		$212 Hold
10
– – ﹤0.01% 241
2021
Q1 		$222 Hold
10
– – ﹤0.01% 245
2020
Q4 		$172 Hold
10
– – ﹤0.01% 201
2020
Q3 		$112 Hold
10
– – ﹤0.01% 202
2020
Q2 		$97 Hold
10
– – ﹤0.01% 172
2020
Q1 		$92 Hold
10
– – ﹤0.01% 157
2019
Q4 		$216 Buy
+10
New +$194 ﹤0.01% 178

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Halpern Financial's UAA Position: Q1 2023 in Review

Halpern Financial sold out of Under Armour (UAA) in Q1 2023, closing a stake of 10 shares — an estimated $102 sold.

Halpern Financial first reported a position in UAA in Q4 2019 and held it in 13 quarters. The position peaked at $222 in Q1 2021. 381 funds tracked by Wall St. Rank hold UAA as of Q1 2023.

  • Halpern Financial reported no remaining Under Armour position as of Q1 2023 after selling out during the quarter.
  • Halpern Financial sold 10 Under Armour shares in Q1 2023, an estimated $102.
  • Halpern Financial first reported a position in Under Armour in Q4 2019 and held it in 13 quarters.
  • Halpern Financial's Under Armour position peaked at $222 in Q1 2021.
  • 381 funds tracked by Wall St. Rank held Under Armour as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.