SkyOak Wealth’s Under Armour Class C UA Stock Holding History

SkyOak Wealth’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	-24,800	Closed	-$476K	–	294
2019 Q4	$476K	Buy	+24,800	New	+$436K	0.15%	166

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

SkyOak Wealth's UA Position: Q1 2020 in Review

SkyOak Wealth sold out of Under Armour Class C (UA) in Q1 2020, closing a stake of 24,800 shares — an estimated $476K sold.

SkyOak Wealth first reported a position in UA in Q4 2019 and held it in 1 quarter. The position peaked at $476K in Q4 2019. 403 funds tracked by Wall St. Rank hold UA as of Q1 2020.

SkyOak Wealth reported no remaining Under Armour Class C position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 24,800 Under Armour Class C shares in Q1 2020, an estimated $476K.
SkyOak Wealth first reported a position in Under Armour Class C in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Under Armour Class C position peaked at $476K in Q4 2019.
403 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.