LK
UAA icon

Lumbard & Kellner’s Under Armour UAA Stock Holding History

Lumbard & Kellner’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
Q3 		– Sell
-461,791
Closed -$3.08M – 81
2024
Q2 		$3.08M Buy
461,791
+1,949
+0.4% +$13.3K 1.45% 32
2024
Q1 		$3.39M Buy
+459,842
New +$3.66M 1.65% 26

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Lumbard & Kellner's UAA Position: Q3 2024 in Review

Lumbard & Kellner sold out of Under Armour (UAA) in Q3 2024, closing a stake of 461,791 shares — an estimated $3.08M sold.

Lumbard & Kellner first reported a position in UAA in Q1 2024 and held it in 2 quarters. The position peaked at $3.39M in Q1 2024. 387 funds tracked by Wall St. Rank hold UAA as of Q3 2024.

  • Lumbard & Kellner reported no remaining Under Armour position as of Q3 2024 after selling out during the quarter.
  • Lumbard & Kellner sold 461,791 Under Armour shares in Q3 2024, an estimated $3.08M.
  • Lumbard & Kellner first reported a position in Under Armour in Q1 2024 and held it in 2 quarters.
  • Lumbard & Kellner's Under Armour position peaked at $3.39M in Q1 2024.
  • 387 funds tracked by Wall St. Rank held Under Armour as of Q3 2024.

Based on Lumbard & Kellner's 13F filing for Q3 2024, filed 12 Nov 2024.