Berman Capital Advisors’s Under Armour Class C UA Stock Holding History

Berman Capital Advisors’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
2021 Q3	$21K	Buy	1,203 +82	+7%	+$1.57K	﹤0.01%	976
2021 Q2	$20K	Buy	1,121 +7	+0.6%	+$132	﹤0.01%	919
2021 Q1	$20K	Buy	1,114 +73	+7%	+$1.28K	﹤0.01%	804
2020 Q4	$15K	Buy	1,041 +212	+26%	+$2.84K	﹤0.01%	769
2020 Q3	$8K	Buy	+829	New	+$7.78K	﹤0.01%	892
2020 Q2	–	Sell	-67	Closed	–	–	1823
2020 Q1	$0	Buy	67 +47	+235%	+$674	﹤0.01%	1675
2019 Q4	$0	Hold	20	–	–	﹤0.01%	1550
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1583
2019 Q2	$0	Hold	20	–	–	﹤0.01%	1580
2019 Q1	$0	Hold	20	–	–	﹤0.01%	1483
2018 Q4	$0	Buy	+20	New	+$379	﹤0.01%	1262

Other funds holding UA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Berman Capital Advisors's UA Position: Q3 2021 in Review

Berman Capital Advisors increased its Under Armour Class C (UA) stake by 7.3% in Q3 2021, buying an estimated $1.57K and bringing the position to 1,203 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Berman Capital Advisors first reported a position in UA in Q4 2018 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold UA as of Q3 2021.

Berman Capital Advisors held 1,203 shares of Under Armour Class C worth $21K as of Q3 2021.
Berman Capital Advisors bought 82 Under Armour Class C shares in Q3 2021, an estimated $1.57K.
Under Armour Class C made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #976 holding.
Berman Capital Advisors first reported a position in Under Armour Class C in Q4 2018 and has held it in 11 quarters since.
383 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.