Kings Point Capital Management’s Under Armour Class C UA Stock Holding History

Kings Point Capital Management’s Portfolio UA Stock Details UA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$296K	Sell	19,000 -1,930	-9%	-$30.2K	0.03%	170
2021 Q4	$378K	Buy	20,930 +930	+5%	+$18.1K	0.03%	170
2021 Q3	$350K	Buy	20,000 +3,000	+18%	+$57.5K	0.03%	160
2021 Q2	$316K	Buy	17,000 +3,000	+21%	+$56.5K	0.03%	167
2021 Q1	$258K	Buy	+14,000	New	+$246K	0.03%	178
2016 Q3	–	Sell	-342	Closed	-$12K	–	333
2016 Q2	$12K	Buy	+342	New	+$12.6K	﹤0.01%	310

Other funds holding UA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kings Point Capital Management's UA Position: Q1 2022 in Review

Kings Point Capital Management reduced its Under Armour Class C (UA) stake by 9.2% in Q1 2022, selling an estimated $30.2K and leaving 19,000 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #170.

Kings Point Capital Management first reported a position in UA in Q2 2016 and has held it in 6 quarters since. The position peaked at $378K in Q4 2021. 393 funds tracked by Wall St. Rank hold UA as of Q1 2022.

Kings Point Capital Management held 19,000 shares of Under Armour Class C worth $296K as of Q1 2022.
Kings Point Capital Management sold 1,930 Under Armour Class C shares in Q1 2022, an estimated $30.2K.
Under Armour Class C made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #170 holding.
Kings Point Capital Management first reported a position in Under Armour Class C in Q2 2016 and has held it in 6 quarters since.
Kings Point Capital Management's Under Armour Class C position peaked at $378K in Q4 2021.
393 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.