Lee Financial’s Under Armour UAA Stock Holding History

Lee 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
2024 Q1	–	Sell	-10	Closed	-$88	–	773
2023 Q4	$88	Hold	10	–	–	﹤0.01%	853
2023 Q3	$69	Hold	10	–	–	﹤0.01%	828
2023 Q2	$73	Hold	10	–	–	﹤0.01%	770
2023 Q1	$95	Hold	10	–	–	﹤0.01%	775
2022 Q4	$102	Hold	10	–	–	﹤0.01%	913
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1019
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1003
2022 Q1	$0	Hold	10	–	–	﹤0.01%	966
2021 Q4	$0	Hold	10	–	–	﹤0.01%	957
2021 Q3	$0	Hold	10	–	–	﹤0.01%	740
2021 Q2	$0	Hold	10	–	–	﹤0.01%	697
2021 Q1	$0	Hold	10	–	–	﹤0.01%	519
2020 Q4	$0	Hold	10	–	–	﹤0.01%	547
2020 Q3	$0	Hold	10	–	–	﹤0.01%	573
2020 Q2	$0	Hold	10	–	–	﹤0.01%	550
2020 Q1	$0	Hold	10	–	–	﹤0.01%	518
2019 Q4	$0	Hold	10	–	–	﹤0.01%	520
2019 Q3	$0	Hold	10	–	–	﹤0.01%	534
2019 Q2	$0	Buy	+10	New	+$234	﹤0.01%	539
2019 Q1	–	Sell	-10	Closed	–	–	553
2018 Q4	$0	Hold	10	–	–	﹤0.01%	478
2018 Q3	$0	Hold	10	–	–	﹤0.01%	709
2018 Q2	$0	Hold	10	–	–	﹤0.01%	834
2018 Q1	$0	Hold	10	–	–	﹤0.01%	776
2017 Q4	$0	Hold	10	–	–	﹤0.01%	503
2017 Q3	$0	Hold	10	–	–	﹤0.01%	529
2017 Q2	$0	Hold	10	–	–	﹤0.01%	517
2017 Q1	$0	Hold	10	–	–	﹤0.01%	429
2016 Q4	$0	Buy	+10	New	+$328	﹤0.01%	423

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

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

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

DGI

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lee Financial's UAA Position: Q1 2024 in Review

Lee Financial sold out of Under Armour (UAA) in Q1 2024, closing a stake of 10 shares — an estimated $88 sold.

Lee Financial first reported a position in UAA in Q4 2016 and held it in 28 quarters. The position peaked at $102 in Q4 2022. 385 funds tracked by Wall St. Rank hold UAA as of Q1 2024.

Lee Financial reported no remaining Under Armour position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 10 Under Armour shares in Q1 2024, an estimated $88.
Lee Financial first reported a position in Under Armour in Q4 2016 and held it in 28 quarters.
Lee Financial's Under Armour position peaked at $102 in Q4 2022.
385 funds tracked by Wall St. Rank held Under Armour as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.