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Appleton Partners’s Under Armour UAA Stock Holding History

Appleton Partners’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
2016
Q4 		– Sell
-6,902
Closed -$267K – 214
2016
Q3 		$267K Sell
6,902
-8,050
-54% -$325K 0.05% 187
2016
Q2 		$600K Sell
14,952
-47,804
-76% -$1.91M 0.12% 134
2016
Q1 		$2.66M Buy
62,756
+1,820
+3% +$71.8K 0.53% 62
2015
Q4 		$2.46M Buy
60,936
+41,952
+221% +$1.91M 0.48% 66
2015
Q3 		$919K Buy
18,984
+2,950
+18% +$140K 0.21% 96
2015
Q2 		$669K Buy
+16,034
New +$649K 0.15% 109

Other funds holding UAA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Appleton Partners's UAA Position: Q4 2016 in Review

Appleton Partners sold out of Under Armour (UAA) in Q4 2016, closing a stake of 6,902 shares — an estimated $267K sold.

Appleton Partners first reported a position in UAA in Q2 2015 and held it in 6 quarters. The position peaked at $2.66M in Q1 2016. 554 funds tracked by Wall St. Rank hold UAA as of Q4 2016.

  • Appleton Partners reported no remaining Under Armour position as of Q4 2016 after selling out during the quarter.
  • Appleton Partners sold 6,902 Under Armour shares in Q4 2016, an estimated $267K.
  • Appleton Partners first reported a position in Under Armour in Q2 2015 and held it in 6 quarters.
  • Appleton Partners's Under Armour position peaked at $2.66M in Q1 2016.
  • 554 funds tracked by Wall St. Rank held Under Armour as of Q4 2016.

Based on Appleton Partners's 13F filing for Q4 2016, filed 13 Feb 2017.