Sugarloaf Wealth Management’s Under Armour Class C UA Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$75	Hold	10	–	–	﹤0.01%	682
2024 Q3	$84	Hold	10	–	–	﹤0.01%	666
2024 Q2	$65	Hold	10	–	–	﹤0.01%	657
2024 Q1	$71	Hold	10	–	–	﹤0.01%	669
2023 Q4	$84	Hold	10	–	–	﹤0.01%	675
2023 Q3	$64	Hold	10	–	–	﹤0.01%	674
2023 Q2	$67	Hold	10	–	–	﹤0.01%	683
2023 Q1	$85	Hold	10	–	–	﹤0.01%	690
2022 Q4	$89	Hold	10	–	–	﹤0.01%	767
2022 Q3	$1K	Sell	10 -10	-50%	-$78	﹤0.01%	804
2022 Q2	$0	Hold	20	–	–	﹤0.01%	832
2022 Q1	$0	Hold	20	–	–	﹤0.01%	759
2021 Q4	$0	Hold	20	–	–	﹤0.01%	780
2021 Q3	$0	Hold	20	–	–	﹤0.01%	804
2021 Q2	$0	Sell	20 -330	-94%	-$6.22K	﹤0.01%	786
2021 Q1	$0	Buy	350 +330	+1,650%	+$5.8K	﹤0.01%	787
2020 Q4	$0	Hold	20	–	–	﹤0.01%	755
2020 Q3	$0	Hold	20	–	–	﹤0.01%	722
2020 Q2	$0	Hold	20	–	–	﹤0.01%	728
2020 Q1	$0	Hold	20	–	–	﹤0.01%	740
2019 Q4	$0	Buy	+20	New	+$352	﹤0.01%	709

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's UA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Under Armour Class C (UA) position steady in Q4 2024 at 10 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Sugarloaf Wealth Management first reported a position in UA in Q4 2019 and has held it in 21 quarters since. The position peaked at $1K in Q3 2022. 336 funds tracked by Wall St. Rank hold UA as of Q4 2024.

Sugarloaf Wealth Management held 10 shares of Under Armour Class C worth $75 as of Q4 2024.
Sugarloaf Wealth Management left its Under Armour Class C share count unchanged in Q4 2024.
Under Armour Class C made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #682 holding.
Sugarloaf Wealth Management first reported a position in Under Armour Class C in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Under Armour Class C position peaked at $1K in Q3 2022.
336 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.