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Legacy Financial Strategies’s Under Armour UAA Stock Holding History

Legacy Financial Strategies’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
2020
Q1 		– Sell
-9,501
Closed -$205K – 63
2019
Q4 		$205K Buy
+9,501
New +$184K 0.17% 64
2019
Q3 		– Sell
-8,971
Closed -$238K – 64
2019
Q2 		$238K Buy
+8,971
New +$210K 0.22% 51
2018
Q4 		– Sell
-8,971
Closed -$204K – 57
2018
Q3 		$204K Hold
8,971
– – 0.21% 54
2018
Q2 		$202K Buy
+8,971
New +$177K 0.18% 88

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Strategies's UAA Position: Q1 2020 in Review

Legacy Financial Strategies sold out of Under Armour (UAA) in Q1 2020, closing a stake of 9,501 shares — an estimated $205K sold.

Legacy Financial Strategies first reported a position in UAA in Q2 2018 and held it in 4 quarters. The position peaked at $238K in Q2 2019. 430 funds tracked by Wall St. Rank hold UAA as of Q1 2020.

  • Legacy Financial Strategies reported no remaining Under Armour position as of Q1 2020 after selling out during the quarter.
  • Legacy Financial Strategies sold 9,501 Under Armour shares in Q1 2020, an estimated $205K.
  • Legacy Financial Strategies first reported a position in Under Armour in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Strategies's Under Armour position peaked at $238K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Under Armour as of Q1 2020.

Based on Legacy Financial Strategies's 13F filing for Q1 2020, filed 4 May 2020.