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Novak Financial Planning’s Under Armour UAA Stock Holding History

Novak Financial Planning’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 		$1.01M Sell
47,632
-4,091
-8% -$91.2K 0.49% 63
2021
Q1 		$1.15M Sell
51,723
-1,432
-3% -$29.9K 0.63% 54
2020
Q4 		$913K Buy
+53,155
New +$812K 0.54% 56

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Arrowstreet Capital
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Novak Financial Planning's UAA Position: Q2 2021 in Review

Novak Financial Planning reduced its Under Armour (UAA) stake by 7.9% in Q2 2021, selling an estimated $91.2K and leaving 47,632 shares worth $1.01M. The position accounts for 0.49% of the portfolio, ranked #63.

Novak Financial Planning first reported a position in UAA in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2021. 436 funds tracked by Wall St. Rank hold UAA as of Q2 2021.

  • Novak Financial Planning held 47,632 shares of Under Armour worth $1.01M as of Q2 2021.
  • Novak Financial Planning sold 4,091 Under Armour shares in Q2 2021, an estimated $91.2K.
  • Under Armour made up 0.49% of Novak Financial Planning's portfolio in Q2 2021, its #63 holding.
  • Novak Financial Planning first reported a position in Under Armour in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's Under Armour position peaked at $1.15M in Q1 2021.
  • 436 funds tracked by Wall St. Rank held Under Armour as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.