SkyOak Wealth’s Under Armour UAA Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-26,490	Closed	-$572K	–	295
2019 Q4	$572K	Buy	+26,490	New	+$514K	0.18%	141

Other funds holding UAA

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

LPC

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SkyOak Wealth's UAA Position: Q1 2020 in Review

SkyOak Wealth sold out of Under Armour (UAA) in Q1 2020, closing a stake of 26,490 shares — an estimated $572K sold.

SkyOak Wealth first reported a position in UAA in Q4 2019 and held it in 1 quarter. The position peaked at $572K in Q4 2019. 430 funds tracked by Wall St. Rank hold UAA as of Q1 2020.

SkyOak Wealth reported no remaining Under Armour position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 26,490 Under Armour shares in Q1 2020, an estimated $572K.
SkyOak Wealth first reported a position in Under Armour in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Under Armour position peaked at $572K in Q4 2019.
430 funds tracked by Wall St. Rank held Under Armour as of Q1 2020.

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