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Bridgewater Wealth & Financial Management’s Under Armour UAA Stock Holding History

Bridgewater Wealth & Financial Management’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
2017
Q4 		– Sell
-116,928
Closed -$1.93M – 30
2017
Q3 		$1.93M Buy
116,928
+407
+0.3% +$7.47K 0.79% 28
2017
Q2 		$2.54M Buy
116,521
+9,497
+9% +$193K 0.85% 31
2017
Q1 		$2.12M Buy
107,024
+4,259
+4% +$99.2K 0.78% 32
2016
Q4 		$2.98M Sell
102,765
-1,647
-2% -$54.1K 1.13% 29
2016
Q3 		$4.04M Buy
104,412
+1,441
+1% +$58.2K 1.49% 26
2016
Q2 		$4.13M Sell
102,971
-102,165
-50% -$4.08M 1.49% 25
2016
Q1 		$8.7M Buy
205,136
+2,780
+1% +$110K 3.16% 7
2015
Q4 		$8.16M Buy
202,356
+3,920
+2% +$179K 3.16% 7
2015
Q3 		$9.6M Sell
198,436
-55,862
-22% -$2.66M 3.98% 7
2015
Q2 		$10.6M Sell
254,298
-1,624
-0.6% -$65.7K 4.5% 3
2015
Q1 		$10.3M Buy
255,922
+718
+0.3% +$26.4K 4.41% 3
2014
Q4 		$8.66M Buy
+255,204
New +$8.6M 3.52% 5

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bridgewater Wealth & Financial Management's UAA Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management sold out of Under Armour (UAA) in Q4 2017, closing a stake of 116,928 shares — an estimated $1.93M sold.

Bridgewater Wealth & Financial Management first reported a position in UAA in Q4 2014 and held it in 12 quarters. The position peaked at $10.6M in Q2 2015. 447 funds tracked by Wall St. Rank hold UAA as of Q4 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Under Armour position as of Q4 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 116,928 Under Armour shares in Q4 2017, an estimated $1.93M.
  • Bridgewater Wealth & Financial Management first reported a position in Under Armour in Q4 2014 and held it in 12 quarters.
  • Bridgewater Wealth & Financial Management's Under Armour position peaked at $10.6M in Q2 2015.
  • 447 funds tracked by Wall St. Rank held Under Armour as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.