Reilly Financial Advisors’s Under Armour Class C UA Stock Holding History

Reilly Financial Advisors’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
2020 Q1	–	Sell	-357	Closed	-$7K	–	946
2019 Q4	$7K	Hold	357	–	–	﹤0.01%	694
2019 Q3	$6K	Hold	357	–	–	﹤0.01%	727
2019 Q2	$8K	Hold	357	–	–	﹤0.01%	715
2019 Q1	$7K	Buy	357 +67	+23%	+$1.27K	﹤0.01%	752
2018 Q4	$5K	Hold	290	–	–	﹤0.01%	761
2018 Q3	$6K	Hold	290	–	–	﹤0.01%	807
2018 Q2	$6K	Hold	290	–	–	﹤0.01%	784
2018 Q1	$4K	Buy	290 +115	+66%	+$1.62K	﹤0.01%	821
2017 Q4	$2K	Hold	175	–	–	﹤0.01%	893
2017 Q3	$3K	Hold	175	–	–	﹤0.01%	862
2017 Q2	$4K	Hold	175	–	–	﹤0.01%	818
2017 Q1	$3K	Hold	175	–	–	﹤0.01%	829
2016 Q4	$4K	Buy	+175	New	+$4.84K	﹤0.01%	716

Other funds holding UA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Reilly Financial Advisors's UA Position: Q1 2020 in Review

Reilly Financial Advisors sold out of Under Armour Class C (UA) in Q1 2020, closing a stake of 357 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in UA in Q4 2016 and held it in 13 quarters. The position peaked at $8K in Q2 2019. 403 funds tracked by Wall St. Rank hold UA as of Q1 2020.

Reilly Financial Advisors reported no remaining Under Armour Class C position as of Q1 2020 after selling out during the quarter.
Reilly Financial Advisors sold 357 Under Armour Class C shares in Q1 2020, an estimated $7K.
Reilly Financial Advisors first reported a position in Under Armour Class C in Q4 2016 and held it in 13 quarters.
Reilly Financial Advisors's Under Armour Class C position peaked at $8K in Q2 2019.
403 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2020.

Based on Reilly Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.