Herold Advisors’s Under Armour UAA Stock Holding History

Herold Advisors’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
2022 Q4	–	Sell	-10,000	Closed	-$66K	–	213
2022 Q3	$66K	Hold	10,000	–	–	0.03%	188
2022 Q2	$83K	Hold	10,000	–	–	0.04%	192
2022 Q1	$170K	Hold	10,000	–	–	0.06%	215
2021 Q4	$211K	Hold	10,000	–	–	0.08%	193
2021 Q3	$201K	Buy	+10,000	New	+$221K	0.08%	197

Other funds holding UAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DGI

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Herold Advisors's UAA Position: Q4 2022 in Review

Herold Advisors sold out of Under Armour (UAA) in Q4 2022, closing a stake of 10,000 shares — an estimated $66K sold.

Herold Advisors first reported a position in UAA in Q3 2021 and held it in 5 quarters. The position peaked at $211K in Q4 2021. 374 funds tracked by Wall St. Rank hold UAA as of Q4 2022.

Herold Advisors reported no remaining Under Armour position as of Q4 2022 after selling out during the quarter.
Herold Advisors sold 10,000 Under Armour shares in Q4 2022, an estimated $66K.
Herold Advisors first reported a position in Under Armour in Q3 2021 and held it in 5 quarters.
Herold Advisors's Under Armour position peaked at $211K in Q4 2021.
374 funds tracked by Wall St. Rank held Under Armour as of Q4 2022.

Based on Herold Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.