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United Capital Financial Advisors’s Under Armour Class C UA Stock Holding History

United Capital Financial Advisors’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
2020
Q2 		– Sell
-10,003
Closed -$81K – 1261
2020
Q1 		$81K Sell
10,003
-8,811
-47% -$126K ﹤0.01% 1133
2019
Q4 		$361K Sell
18,814
-3,072
-14% -$54.1K ﹤0.01% 1076
2019
Q3 		$397K Buy
21,886
+8,275
+61% +$163K ﹤0.01% 1014
2019
Q2 		$302K Sell
13,611
-598
-4% -$12.4K ﹤0.01% 1210
2019
Q1 		$268K Buy
14,209
+1,152
+9% +$21.8K ﹤0.01% 1168
2018
Q4 		$211K Sell
13,057
-80
-0.6% -$1.51K ﹤0.01% 1188
2018
Q3 		$256K Sell
13,137
-117
-0.9% -$2.26K ﹤0.01% 1170
2018
Q2 		$279K Sell
13,254
-651
-5% -$11.6K ﹤0.01% 1108
2018
Q1 		$200K Buy
+13,905
New +$196K ﹤0.01% 1237
2017
Q4 		– Sell
-10,319
Closed -$155K – 1358
2017
Q3 		$155K Buy
+10,319
New +$174K ﹤0.01% 1255
2017
Q1 		– Sell
-13,462
Closed -$339K – 1290
2016
Q4 		$339K Sell
13,462
-1,986
-13% -$55K ﹤0.01% 1015
2016
Q3 		$523K Sell
15,448
-2,198
-12% -$79.4K 0.01% 960
2016
Q2 		$635K Buy
+17,646
New +$651K 0.01% 852

Other funds holding UA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

United Capital Financial Advisors's UA Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Under Armour Class C (UA) in Q2 2020, closing a stake of 10,003 shares — an estimated $81K sold.

United Capital Financial Advisors first reported a position in UA in Q2 2016 and held it in 13 quarters. The position peaked at $635K in Q2 2016. 363 funds tracked by Wall St. Rank hold UA as of Q2 2020.

  • United Capital Financial Advisors reported no remaining Under Armour Class C position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,003 Under Armour Class C shares in Q2 2020, an estimated $81K.
  • United Capital Financial Advisors first reported a position in Under Armour Class C in Q2 2016 and held it in 13 quarters.
  • United Capital Financial Advisors's Under Armour Class C position peaked at $635K in Q2 2016.
  • 363 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.