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Surevest’s Under Armour Class C UA Stock Holding History

Surevest’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
2022
Q3 		$1K Hold
207
– – ﹤0.01% 496
2022
Q2 		$2K Hold
207
– – ﹤0.01% 436
2022
Q1 		$3K Hold
207
– – ﹤0.01% 376
2021
Q4 		$4K Buy
+207
New +$4.02K ﹤0.01% 349

Other funds holding UA

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
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Surevest's UA Position: Q3 2022 in Review

Surevest held its Under Armour Class C (UA) position steady in Q3 2022 at 207 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Surevest first reported a position in UA in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q4 2021. 354 funds tracked by Wall St. Rank hold UA as of Q3 2022.

  • Surevest held 207 shares of Under Armour Class C worth $1K as of Q3 2022.
  • Surevest left its Under Armour Class C share count unchanged in Q3 2022.
  • Under Armour Class C made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #496 holding.
  • Surevest first reported a position in Under Armour Class C in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Under Armour Class C position peaked at $4K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.