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Johnson Midwest Financial’s Under Armour UAA Stock Holding History

Johnson Midwest 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
Q3 		$1.37K Hold
200
– – ﹤0.01% 334
2023
Q2 		$1.44K Hold
200
– – ﹤0.01% 332
2023
Q1 		$1.9K Hold
200
– – ﹤0.01% 328
2022
Q4 		$2K Buy
+200
New +$1.73K 0.01% 335

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Johnson Midwest Financial's UAA Position: Q3 2023 in Review

Johnson Midwest Financial held its Under Armour (UAA) position steady in Q3 2023 at 200 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Johnson Midwest Financial first reported a position in UAA in Q4 2022 and has held it in 4 quarters since. The position peaked at $2K in Q4 2022. 364 funds tracked by Wall St. Rank hold UAA as of Q3 2023.

  • Johnson Midwest Financial held 200 shares of Under Armour worth $1.37K as of Q3 2023.
  • Johnson Midwest Financial left its Under Armour share count unchanged in Q3 2023.
  • Under Armour made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #334 holding.
  • Johnson Midwest Financial first reported a position in Under Armour in Q4 2022 and has held it in 4 quarters since.
  • Johnson Midwest Financial's Under Armour position peaked at $2K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Under Armour as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.