McDonald Partners’s Under Armour Class C UA Stock Holding History

McDonald Partners’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 Q2	–	Sell	-20,957	Closed	-$179K	–	248
2023 Q1	$179K	Sell	20,957 -402	-2%	-$3.7K	0.06%	223
2022 Q4	$191K	Hold	21,359	–	–	0.07%	214
2022 Q3	$127K	Hold	21,359	–	–	0.05%	210
2022 Q2	$162K	Hold	21,359	–	–	0.04%	280
2022 Q1	$332K	Buy	+21,359	New	+$335K	0.07%	243
2021 Q4	–	Sell	-21,559	Closed	-$378K	–	712
2021 Q3	$378K	Hold	21,559	–	–	0.09%	222
2021 Q2	$400K	Hold	21,559	–	–	0.09%	214
2021 Q1	$398K	Sell	21,559 -332	-2%	-$5.84K	0.1%	197
2020 Q4	$326K	Buy	+21,891	New	+$293K	0.09%	212

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McDonald Partners's UA Position: Q2 2023 in Review

McDonald Partners sold out of Under Armour Class C (UA) in Q2 2023, closing a stake of 20,957 shares — an estimated $179K sold.

McDonald Partners first reported a position in UA in Q4 2020 and held it in 9 quarters. The position peaked at $400K in Q2 2021. 338 funds tracked by Wall St. Rank hold UA as of Q2 2023.

McDonald Partners reported no remaining Under Armour Class C position as of Q2 2023 after selling out during the quarter.
McDonald Partners sold 20,957 Under Armour Class C shares in Q2 2023, an estimated $179K.
McDonald Partners first reported a position in Under Armour Class C in Q4 2020 and held it in 9 quarters.
McDonald Partners's Under Armour Class C position peaked at $400K in Q2 2021.
338 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2023.

Based on McDonald Partners's 13F filing for Q2 2023, filed 17 Jul 2023.