Kelly Financial Services’s Under Armour UAA Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-236	Closed	-$1.57K	–	711
2024 Q2	$1.57K	Hold	236	–	–	﹤0.01%	614
2024 Q1	$1.74K	Hold	236	–	–	﹤0.01%	617
2023 Q4	$2.07K	Hold	236	–	–	﹤0.01%	580
2023 Q3	$1.62K	Hold	236	–	–	﹤0.01%	569
2023 Q2	$1.7K	Hold	236	–	–	﹤0.01%	562
2023 Q1	$2.24K	Hold	236	–	–	﹤0.01%	518
2022 Q4	$2.4K	Hold	236	–	–	﹤0.01%	492
2022 Q3	$1.57K	Hold	236	–	–	﹤0.01%	535
2022 Q2	$1.97K	Hold	236	–	–	﹤0.01%	503
2022 Q1	$4.02K	Hold	236	–	–	﹤0.01%	459
2021 Q4	$5K	Hold	236	–	–	﹤0.01%	442
2021 Q3	$4.76K	Sell	236 -4,755	-95%	-$105K	﹤0.01%	423
2021 Q2	$236K	Buy	4,991 +4,755	+2,015%	+$106K	0.01%	281
2021 Q1	$5.23K	Hold	236	–	–	﹤0.01%	394
2020 Q4	$4.05K	Hold	236	–	–	﹤0.01%	395
2020 Q3	$2.65K	Hold	236	–	–	﹤0.01%	406
2020 Q2	$2.3K	Hold	236	–	–	﹤0.01%	415
2020 Q1	$2.17K	Hold	236	–	–	﹤0.01%	380
2019 Q4	$5.1K	Hold	236	–	–	﹤0.01%	298
2019 Q3	$4.71K	Hold	236	–	–	﹤0.01%	297
2019 Q2	$5.98K	Hold	236	–	–	0.01%	272
2019 Q1	$4.99K	Buy	+236	New	+$4.94K	0.01%	295

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

DGI

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

Kelly Financial Services's UAA Position: Q3 2024 in Review

Kelly Financial Services sold out of Under Armour (UAA) in Q3 2024, closing a stake of 236 shares — an estimated $1.57K sold.

Kelly Financial Services first reported a position in UAA in Q1 2019 and held it in 22 quarters. The position peaked at $236K in Q2 2021. 387 funds tracked by Wall St. Rank hold UAA as of Q3 2024.

Kelly Financial Services reported no remaining Under Armour position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 236 Under Armour shares in Q3 2024, an estimated $1.57K.
Kelly Financial Services first reported a position in Under Armour in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Under Armour position peaked at $236K in Q2 2021.
387 funds tracked by Wall St. Rank held Under Armour as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.