Lenox Wealth Advisors’s Under Armour Class C UA Stock Holding History

Lenox Wealth Advisors’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
2021 Q2	–	Sell	-462	Closed	-$9K	–	799
2021 Q1	$9K	Buy	+462	New	+$8.12K	﹤0.01%	437
2020 Q1	–	Sell	-1	Closed	–	–	928
2019 Q4	$0	Buy	+1	New	+$18	﹤0.01%	819

Other funds holding UA

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Lenox Wealth Advisors's UA Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Under Armour Class C (UA) in Q2 2021, closing a stake of 462 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in UA in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 380 funds tracked by Wall St. Rank hold UA as of Q2 2021.

Lenox Wealth Advisors reported no remaining Under Armour Class C position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 462 Under Armour Class C shares in Q2 2021, an estimated $9K.
Lenox Wealth Advisors first reported a position in Under Armour Class C in Q4 2019 and held it in 2 quarters.
Lenox Wealth Advisors's Under Armour Class C position peaked at $9K in Q1 2021.
380 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.