Vanguard Personalized Indexing Management’s Under Armour Class C UA Stock Holding History

Vanguard Personalized Indexing Management’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
2023 Q2	–	Sell	-11,203	Closed	-$95.6K	–	1530
2023 Q1	$95.6K	Buy	+11,203	New	+$103K	﹤0.01%	1405
2022 Q4	–	Sell	-25,357	Closed	-$151K	–	1341
2022 Q3	$151K	Sell	25,357 -11,879	-32%	-$93K	0.01%	1140
2022 Q2	$282K	Buy	37,236 +6,549	+21%	+$73.7K	0.01%	1006
2022 Q1	$477K	Sell	30,687 -9,680	-24%	-$152K	0.02%	853
2021 Q4	$728K	Buy	+40,367	New	+$784K	0.04%	545

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Personalized Indexing Management's UA Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of Under Armour Class C (UA) in Q2 2023, closing a stake of 11,203 shares — an estimated $95.6K sold.

Vanguard Personalized Indexing Management first reported a position in UA in Q4 2021 and held it in 5 quarters. The position peaked at $728K in Q4 2021. 338 funds tracked by Wall St. Rank hold UA as of Q2 2023.

Vanguard Personalized Indexing Management reported no remaining Under Armour Class C position as of Q2 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 11,203 Under Armour Class C shares in Q2 2023, an estimated $95.6K.
Vanguard Personalized Indexing Management first reported a position in Under Armour Class C in Q4 2021 and held it in 5 quarters.
Vanguard Personalized Indexing Management's Under Armour Class C position peaked at $728K in Q4 2021.
338 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.