MPS Loria Financial Planners’s Under Armour Class C UA Stock Holding History

MPS Loria Financial Planners’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	-200	Closed	-$3K	–	528
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	411
2020 Q4	$3K	Hold	200	–	–	﹤0.01%	432
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	298
2020 Q2	$2K	Buy	+200	New	+$1.7K	﹤0.01%	306
2017 Q3	–	Sell	-200	Closed	-$3K	–	312
2017 Q2	$3K	Buy	+200	New	+$3.77K	﹤0.01%	344

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

MPS Loria Financial Planners's UA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Under Armour Class C (UA) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in UA in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 380 funds tracked by Wall St. Rank hold UA as of Q2 2021.

MPS Loria Financial Planners reported no remaining Under Armour Class C position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 200 Under Armour Class C shares in Q2 2021, an estimated $3K.
MPS Loria Financial Planners first reported a position in Under Armour Class C in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Under Armour Class C position peaked at $3K in Q1 2021.
380 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.