IAA
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Independent Advisor Alliance’s Under Armour UAA Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-32,046
Closed -$692K – 818
2019
Q4 		$692K Sell
32,046
-348
-1% -$6.76K 0.03% 458
2019
Q3 		$646K Buy
32,394
+23,513
+265% +$519K 0.08% 213
2019
Q2 		$225K Sell
8,881
-1,290
-13% -$30.2K 0.03% 356
2019
Q1 		$215K Sell
10,171
-2,102
-17% -$44K 0.03% 392
2018
Q4 		$217K Buy
12,273
+923
+8% +$18.9K 0.04% 352
2018
Q3 		$240K Sell
11,350
-1,532
-12% -$31.9K 0.04% 307
2018
Q2 		$290K Buy
12,882
+621
+5% +$12.3K 0.06% 251
2018
Q1 		$197K Sell
12,261
-12,907
-51% -$202K 0.04% 318
2017
Q4 		$402K Sell
25,168
-352
-1% -$5.09K 0.09% 207
2017
Q3 		$425K Sell
25,520
-5,754
-18% -$106K 0.12% 163
2017
Q2 		$644K Sell
31,274
-3,969
-11% -$80.8K 0.21% 115
2017
Q1 		$691K Sell
35,243
-6,325
-15% -$147K 0.11% 202
2016
Q4 		$1.17M Buy
+41,568
New +$1.36M 0.5% 65

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's UAA Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Under Armour (UAA) in Q1 2020, closing a stake of 32,046 shares — an estimated $692K sold.

Independent Advisor Alliance first reported a position in UAA in Q4 2016 and held it in 13 quarters. The position peaked at $1.17M in Q4 2016. 430 funds tracked by Wall St. Rank hold UAA as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Under Armour position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 32,046 Under Armour shares in Q1 2020, an estimated $692K.
  • Independent Advisor Alliance first reported a position in Under Armour in Q4 2016 and held it in 13 quarters.
  • Independent Advisor Alliance's Under Armour position peaked at $1.17M in Q4 2016.
  • 430 funds tracked by Wall St. Rank held Under Armour as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.