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RKL Wealth Management’s Under Armour UAA Stock Holding History

RKL Wealth Management’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
2020
Q3 		– Sell
-60,364
Closed -$588K – 119
2020
Q2 		$588K Buy
60,364
+7,296
+14% +$69.2K 0.1% 85
2020
Q1 		$489K Sell
53,068
-3,100
-6% -$49.8K 0.1% 85
2019
Q4 		$1.21M Sell
56,168
-6,507
-10% -$126K 0.22% 69
2019
Q3 		$1.25M Sell
62,675
-340
-0.5% -$7.5K 0.24% 65
2019
Q2 		$1.6M Sell
63,015
-1,081
-2% -$25.3K 0.29% 56
2019
Q1 		$1.36M Sell
64,096
-214
-0.3% -$4.48K 0.27% 60
2018
Q4 		$1.14M Sell
64,310
-42
-0.1% -$862 0.26% 67
2018
Q3 		$1.36M Buy
64,352
+122
+0.2% +$2.54K 0.29% 65
2018
Q2 		$1.45M Sell
64,230
-49
-0.1% -$968 0.33% 59
2018
Q1 		$1.05M Buy
64,279
+6,671
+12% +$104K 0.25% 77
2017
Q4 		$834K Sell
57,608
-21,674
-27% -$313K 0.21% 86
2017
Q3 		$1.31M Sell
79,282
-13,753
-15% -$252K 0.37% 57
2017
Q2 		$2.04M Buy
93,035
+95
+0.1% +$1.93K 0.65% 44
2017
Q1 		$1.84M Buy
92,940
+146
+0.2% +$3.4K 0.74% 39
2016
Q4 		$2.7M Sell
92,794
-18,535
-17% -$608K 1.3% 28
2016
Q3 		$4.31M Sell
111,329
-1,380
-1% -$55.7K 2.17% 24
2016
Q2 		$4.32M Sell
112,709
-2,300
-2% -$91.3K 2.25% 24
2016
Q1 		$4.84M Sell
115,009
-1,045
-0.9% -$40.9K 2.78% 22
2015
Q4 		$4.64K Buy
116,054
+11,894
+11% +$539K 2.15% 20
2015
Q3 		$5M Buy
104,160
+11,165
+12% +$527K 3.15% 15
2015
Q2 		$3.85M Buy
92,995
+25,197
+37% +$1.01M 2.31% 21
2015
Q1 		$2.72M Buy
67,798
+40,234
+146% +$1.47M 1.65% 25
2014
Q4 		$929K Buy
27,564
+12,901
+88% +$432K 0.61% 32
2014
Q3 		$503K Buy
+14,663
New +$486K 0.35% 38

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RKL Wealth Management's UAA Position: Q3 2020 in Review

RKL Wealth Management sold out of Under Armour (UAA) in Q3 2020, closing a stake of 60,364 shares — an estimated $588K sold.

RKL Wealth Management first reported a position in UAA in Q3 2014 and held it in 24 quarters. The position peaked at $5M in Q3 2015. 391 funds tracked by Wall St. Rank hold UAA as of Q3 2020.

  • RKL Wealth Management reported no remaining Under Armour position as of Q3 2020 after selling out during the quarter.
  • RKL Wealth Management sold 60,364 Under Armour shares in Q3 2020, an estimated $588K.
  • RKL Wealth Management first reported a position in Under Armour in Q3 2014 and held it in 24 quarters.
  • RKL Wealth Management's Under Armour position peaked at $5M in Q3 2015.
  • 391 funds tracked by Wall St. Rank held Under Armour as of Q3 2020.

Based on RKL Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.