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Sowell Financial Services’s Under Armour UAA Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,394
Closed -$59K – 2574
2021
Q1 		$59K Buy
2,394
+2,068
+634% +$43.2K ﹤0.01% 1589
2020
Q4 		$6K Buy
326
+286
+715% +$4.37K ﹤0.01% 2235
2020
Q3 		$0 Hold
40
– – ﹤0.01% 2720
2020
Q2 		$0 Sell
40
-501
-93% -$4.75K ﹤0.01% 2680
2020
Q1 		$5K Buy
541
+41
+8% +$659 ﹤0.01% 1840
2019
Q4 		$11K Hold
500
– – ﹤0.01% 1665
2019
Q3 		$10K Buy
+500
New +$11K ﹤0.01% 1539
2017
Q1 		– Sell
-1,204
Closed -$25K – 548
2016
Q4 		$25K Buy
+1,204
New +$39.5K 0.01% 402

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return