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User

Nathaniel Simons

Meritage Group

Nathaniel Simons Under Armour Inc A stake

total: 301

Meritage Group UAA trades

Total transactions:
5
New positions:
1
Sold out:
1
Added:
1
Reduced:
2
Held since:
2021 Q3
Held for:
4 quarters
Latest activity:
2022 Q3
According to 2026 Q2 report, Nathaniel Simons doesn't hold any Under Armour Inc A (UAA) shares. To date, the estimated cost basis is nearly $10.66 for "buy" trades and estimated average "sell" price is $8.74. Meritage Group first purchased UAA in 2021 Q3, initially acquiring 16,599 shares. Since the initial investment in Under Armour Inc A (UAA), Meritage Group has made 4 more transactions.

When did Nathaniel Simons sell Under Armour Inc A (UAA)?

Nathaniel Simons sold off the entire Under Armour Inc A (UAA) position in 2022 Q3.

When did Nathaniel Simons buy Under Armour Inc A (UAA)?

Nathaniel Simons first invested in Under Armour Inc A (UAA) in 2021 Q3 at the reported quarter-end price of $18.98 per share.

What's the cost basis of Meritage Group's UAA stake?

The estimated cost basis for Under Armour Inc A (UAA) stake is around $10.66 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$10.66
Weighted AVG sell price:
$8.74

Nathaniel Simons's historical trades in Under Armour Inc A

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q3
0.00%
0
$7.77
-100% (-58,286)
-0.01%
2022 Q2
0.01%
58,286
$7.77
$453,000
+454.73% (+47,779)
+0.01%
2022 Q1
0.00%
10,507
$15.99
$168,000
-18.76% (-2,427)
-0%
2021 Q4
0.00%
12,934
$19.33
$250,000
-22.08% (-3,665)
-0%
2021 Q3
0.01%
16,599
$18.98
$315,000
new
+0.01%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.