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Summit Global Investments’s Under Armour UAA Stock Holding History

Summit Global Investments’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
2023
Q4 		– Sell
-25,088
Closed -$172K – 597
2023
Q3 		$172K Buy
+25,088
New +$189K 0.01% 492

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Summit Global Investments's UAA Position: Q4 2023 in Review

Summit Global Investments sold out of Under Armour (UAA) in Q4 2023, closing a stake of 25,088 shares — an estimated $172K sold.

Summit Global Investments first reported a position in UAA in Q3 2023 and held it in 1 quarter. The position peaked at $172K in Q3 2023. 376 funds tracked by Wall St. Rank hold UAA as of Q4 2023.

  • Summit Global Investments reported no remaining Under Armour position as of Q4 2023 after selling out during the quarter.
  • Summit Global Investments sold 25,088 Under Armour shares in Q4 2023, an estimated $172K.
  • Summit Global Investments first reported a position in Under Armour in Q3 2023 and held it in 1 quarter.
  • Summit Global Investments's Under Armour position peaked at $172K in Q3 2023.
  • 376 funds tracked by Wall St. Rank held Under Armour as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.