JNBA Financial Advisors’s Under Armour UAA Stock Holding History

JNBA Financial 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
2023 Q4	–	Sell	-24	Closed	-$165	–	749
2023 Q3	$165	Hold	24	–	–	﹤0.01%	728
2023 Q2	$174	Buy	+24	New	+$193	﹤0.01%	696
2018 Q4	–	Sell	-1,702	Closed	-$33K	–	721
2018 Q3	$33K	Buy	+1,702	New	+$35.4K	0.01%	258
2016 Q4	–	Sell	-681	Closed	-$26K	–	1292
2016 Q3	$26K	Buy	+681	New	+$27.5K	﹤0.01%	731

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

JNBA Financial Advisors's UAA Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Under Armour (UAA) in Q4 2023, closing a stake of 24 shares — an estimated $165 sold.

JNBA Financial Advisors first reported a position in UAA in Q3 2016 and held it in 4 quarters. The position peaked at $33K in Q3 2018. 376 funds tracked by Wall St. Rank hold UAA as of Q4 2023.

JNBA Financial Advisors reported no remaining Under Armour position as of Q4 2023 after selling out during the quarter.
JNBA Financial Advisors sold 24 Under Armour shares in Q4 2023, an estimated $165.
JNBA Financial Advisors first reported a position in Under Armour in Q3 2016 and held it in 4 quarters.
JNBA Financial Advisors's Under Armour position peaked at $33K in Q3 2018.
376 funds tracked by Wall St. Rank held Under Armour as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.