Sugarloaf Wealth Management’s Under Armour UAA Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-350	Closed	-$7K	–	781
2021 Q3	$7K	Hold	350	–	–	﹤0.01%	572
2021 Q2	$7K	Buy	350 +330	+1,650%	+$7.36K	﹤0.01%	573
2021 Q1	$8	Sell	20 -330	-94%	-$6.89K	﹤0.01%	532
2020 Q4	$6K	Hold	350	–	–	﹤0.01%	540
2020 Q3	$4K	Sell	350 -20	-5%	-$211	﹤0.01%	554
2020 Q2	$4K	Buy	370 +20	+6%	+$190	﹤0.01%	555
2020 Q1	$3K	Hold	350	–	–	﹤0.01%	577
2019 Q4	$8K	Buy	+350	New	+$6.8K	﹤0.01%	492

Other funds holding UAA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sugarloaf Wealth Management's UAA Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Under Armour (UAA) in Q4 2021, closing a stake of 350 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in UAA in Q4 2019 and held it in 8 quarters. The position peaked at $8K in Q4 2019. 465 funds tracked by Wall St. Rank hold UAA as of Q4 2021.

Sugarloaf Wealth Management reported no remaining Under Armour position as of Q4 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 350 Under Armour shares in Q4 2021, an estimated $7K.
Sugarloaf Wealth Management first reported a position in Under Armour in Q4 2019 and held it in 8 quarters.
Sugarloaf Wealth Management's Under Armour position peaked at $8K in Q4 2019.
465 funds tracked by Wall St. Rank held Under Armour as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.