HeadInvest LLC’s Under Armour UAA Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-375	Closed	-$2.51K	–	665
2023 Q3	$2.51K	Buy	+375	New	+$2.82K	﹤0.01%	658

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

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

HeadInvest LLC's UAA Position: Q4 2023 in Review

HeadInvest LLC sold out of Under Armour (UAA) in Q4 2023, closing a stake of 375 shares — an estimated $2.51K sold.

HeadInvest LLC first reported a position in UAA in Q3 2023 and held it in 1 quarter. The position peaked at $2.51K in Q3 2023. 376 funds tracked by Wall St. Rank hold UAA as of Q4 2023.

HeadInvest LLC reported no remaining Under Armour position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 375 Under Armour shares in Q4 2023, an estimated $2.51K.
HeadInvest LLC first reported a position in Under Armour in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Under Armour position peaked at $2.51K in Q3 2023.
376 funds tracked by Wall St. Rank held Under Armour as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.