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Marshall Financial Group (Maryland)’s Under Armour Class C UA Stock Holding History

Marshall Financial Group (Maryland)’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
2023
Q3 		– Sell
-13,855
Closed -$93K – 175
2023
Q2 		$93K Hold
13,855
– – 0.03% 173
2023
Q1 		$118K Hold
13,855
– – 0.04% 173
2022
Q4 		$124K Sell
13,855
-100
-0.7% -$760 0.05% 166
2022
Q3 		$83K Hold
13,955
– – 0.04% 174
2022
Q2 		$106K Buy
+13,955
New +$157K 0.04% 177

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BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Marshall Financial Group (Maryland)'s UA Position: Q3 2023 in Review

Marshall Financial Group (Maryland) sold out of Under Armour Class C (UA) in Q3 2023, closing a stake of 13,855 shares — an estimated $93K sold.

Marshall Financial Group (Maryland) first reported a position in UA in Q2 2022 and held it in 5 quarters. The position peaked at $124K in Q4 2022. 335 funds tracked by Wall St. Rank hold UA as of Q3 2023.

  • Marshall Financial Group (Maryland) reported no remaining Under Armour Class C position as of Q3 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 13,855 Under Armour Class C shares in Q3 2023, an estimated $93K.
  • Marshall Financial Group (Maryland) first reported a position in Under Armour Class C in Q2 2022 and held it in 5 quarters.
  • Marshall Financial Group (Maryland)'s Under Armour Class C position peaked at $124K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2023, filed 19 Oct 2023.