Lenox Wealth Advisors’s Under Armour UAA Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$8K	Hold	500	–	–	﹤0.01%	522
2021 Q4	$11K	Hold	500	–	–	﹤0.01%	500
2021 Q3	$10K	Hold	500	–	–	﹤0.01%	474
2021 Q2	$11K	Hold	500	–	–	﹤0.01%	468
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	408
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	440
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	430
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	441
2020 Q1	$5K	Sell	500 -2	-0.4%	-$32	﹤0.01%	430
2019 Q4	$11K	Buy	502 +2	+0.4%	+$39	﹤0.01%	408
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	365
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	256
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	267
2018 Q4	$9K	Sell	500 -1,000	-67%	-$20.5K	﹤0.01%	264
2018 Q3	$32K	Hold	1,500	–	–	0.01%	170
2018 Q2	$34K	Hold	1,500	–	–	0.01%	181
2018 Q1	$25K	Buy	+1,500	New	+$23.5K	0.01%	244

Other funds holding UAA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

SIM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lenox Wealth Advisors's UAA Position: Q1 2022 in Review

Lenox Wealth Advisors held its Under Armour (UAA) position steady in Q1 2022 at 500 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Lenox Wealth Advisors first reported a position in UAA in Q1 2018 and has held it in 17 quarters since. The position peaked at $34K in Q2 2018. 450 funds tracked by Wall St. Rank hold UAA as of Q1 2022.

Lenox Wealth Advisors held 500 shares of Under Armour worth $8K as of Q1 2022.
Lenox Wealth Advisors left its Under Armour share count unchanged in Q1 2022.
Under Armour made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #522 holding.
Lenox Wealth Advisors first reported a position in Under Armour in Q1 2018 and has held it in 17 quarters since.
Lenox Wealth Advisors's Under Armour position peaked at $34K in Q2 2018.
450 funds tracked by Wall St. Rank held Under Armour as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.