MPS Loria Financial Planners’s Under Armour UAA Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-389	Closed	-$8K	–	529
2021 Q1	$8K	Hold	389	–	–	﹤0.01%	316
2020 Q4	$7K	Buy	389 +22	+6%	+$336	﹤0.01%	339
2020 Q3	$4K	Hold	367	–	–	﹤0.01%	283
2020 Q2	$4K	Buy	+367	New	+$3.48K	﹤0.01%	290
2017 Q3	–	Sell	-967	Closed	-$18K	–	313
2017 Q2	$18K	Buy	+967	New	+$19.7K	0.01%	242

Other funds holding UAA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIM

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

MPS Loria Financial Planners sold out of Under Armour (UAA) in Q2 2021, closing a stake of 389 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in UAA in Q2 2017 and held it in 5 quarters. The position peaked at $18K in Q2 2017. 436 funds tracked by Wall St. Rank hold UAA as of Q2 2021.

MPS Loria Financial Planners reported no remaining Under Armour position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 389 Under Armour shares in Q2 2021, an estimated $8K.
MPS Loria Financial Planners first reported a position in Under Armour in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Under Armour position peaked at $18K in Q2 2017.
436 funds tracked by Wall St. Rank held Under Armour as of Q2 2021.

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