XML Financial’s Under Armour UAA Stock Holding History

XML Financial’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
2020 Q1	–	Sell	-14,373	Closed	-$310K	–	196
2019 Q4	$310K	Buy	+14,373	New	+$279K	0.11%	137

Other funds holding UAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XML Financial's UAA Position: Q1 2020 in Review

XML Financial sold out of Under Armour (UAA) in Q1 2020, closing a stake of 14,373 shares — an estimated $310K sold.

XML Financial first reported a position in UAA in Q4 2019 and held it in 1 quarter. The position peaked at $310K in Q4 2019. 428 funds tracked by Wall St. Rank hold UAA as of Q1 2020.

XML Financial reported no remaining Under Armour position as of Q1 2020 after selling out during the quarter.
XML Financial sold 14,373 Under Armour shares in Q1 2020, an estimated $310K.
XML Financial first reported a position in Under Armour in Q4 2019 and held it in 1 quarter.
XML Financial's Under Armour position peaked at $310K in Q4 2019.
428 funds tracked by Wall St. Rank held Under Armour as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.