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Simplicity Solutions’s Under Armour UAA Stock Holding History

Simplicity Solutions’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
2023
Q4 		$3.06M Sell
347,807
-5,669
-2% -$43.6K 0.08% 216
2023
Q3 		$2.42M Buy
353,476
+22,260
+7% +$168K 0.08% 231
2023
Q2 		$2.39M Buy
331,216
+14,485
+5% +$117K 0.07% 266
2023
Q1 		$3.01M Buy
+316,731
New +$3.29M 0.08% 227
2016
Q1 		– Sell
-32,858
Closed -$1.31M – 499
2015
Q4 		$1.31M Buy
+32,858
New +$1.49M 0.16% 186

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Simplicity Solutions's UAA Position: Q4 2023 in Review

Simplicity Solutions reduced its Under Armour (UAA) stake by 1.6% in Q4 2023, selling an estimated $43.6K and leaving 347,807 shares worth $3.06M. The position accounts for 0.08% of the portfolio, ranked #216.

Simplicity Solutions first reported a position in UAA in Q4 2015 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold UAA as of Q4 2023.

  • Simplicity Solutions held 347,807 shares of Under Armour worth $3.06M as of Q4 2023.
  • Simplicity Solutions sold 5,669 Under Armour shares in Q4 2023, an estimated $43.6K.
  • Under Armour made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #216 holding.
  • Simplicity Solutions first reported a position in Under Armour in Q4 2015 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held Under Armour as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.