Valmark Advisers’s Under Armour UAA Stock Holding History

Valmark Advisers’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
2019 Q4	–	Sell	-14,600	Closed	-$291K	–	254
2019 Q3	$291K	Hold	14,600	–	–	0.01%	195
2019 Q2	$370K	Hold	14,600	–	–	0.01%	162
2019 Q1	$309K	Hold	14,600	–	–	0.01%	175
2018 Q4	$258K	Hold	14,600	–	–	0.01%	177
2018 Q3	$310K	Hold	14,600	–	–	0.01%	154
2018 Q2	$328K	Sell	14,600 -26	-0.2%	-$514	0.01%	145
2018 Q1	$239K	Hold	14,626	–	–	0.01%	173
2017 Q4	$211K	Buy	+14,626	New	+$211K	﹤0.01%	180

Other funds holding UAA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Valmark Advisers's UAA Position: Q4 2019 in Review

Valmark Advisers sold out of Under Armour (UAA) in Q4 2019, closing a stake of 14,600 shares — an estimated $291K sold.

Valmark Advisers first reported a position in UAA in Q4 2017 and held it in 8 quarters. The position peaked at $370K in Q2 2019. 438 funds tracked by Wall St. Rank hold UAA as of Q4 2019.

Valmark Advisers reported no remaining Under Armour position as of Q4 2019 after selling out during the quarter.
Valmark Advisers sold 14,600 Under Armour shares in Q4 2019, an estimated $291K.
Valmark Advisers first reported a position in Under Armour in Q4 2017 and held it in 8 quarters.
Valmark Advisers's Under Armour position peaked at $370K in Q2 2019.
438 funds tracked by Wall St. Rank held Under Armour as of Q4 2019.

Based on Valmark Advisers's 13F filing for Q4 2019, filed 31 Jan 2020.