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Sequoia Financial Advisors’s Under Armour UAA Stock Holding History

Sequoia Financial Advisors’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
2024
Q1 		– Sell
-17,603
Closed -$155K – 1287
2023
Q4 		$155K Buy
+17,603
New +$135K ﹤0.01% 1134
2023
Q3 		– Sell
-17,114
Closed -$124K – 1010
2023
Q2 		$124K Buy
+17,114
New +$138K ﹤0.01% 906

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sequoia Financial Advisors's UAA Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Under Armour (UAA) in Q1 2024, closing a stake of 17,603 shares — an estimated $155K sold.

Sequoia Financial Advisors first reported a position in UAA in Q2 2023 and held it in 2 quarters. The position peaked at $155K in Q4 2023. 385 funds tracked by Wall St. Rank hold UAA as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining Under Armour position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 17,603 Under Armour shares in Q1 2024, an estimated $155K.
  • Sequoia Financial Advisors first reported a position in Under Armour in Q2 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's Under Armour position peaked at $155K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Under Armour as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.