Echo Street Capital Management’s Under Armour UAA Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-140,706	Closed	-$964K	–	399
2023 Q3	$964K	Buy	140,706 +40,359	+40%	+$304K	0.01%	147
2023 Q2	$725K	Sell	100,347 -20,504	-17%	-$165K	0.01%	195
2023 Q1	$1.15M	Buy	+120,851	New	+$1.26M	0.01%	113
2022 Q4	–	Sell	-19,046	Closed	-$127K	–	653
2022 Q3	$127K	Sell	19,046 -20,301	-52%	-$178K	﹤0.01%	500
2022 Q2	$328K	Buy	+39,347	New	+$483K	﹤0.01%	406
2022 Q1	–	Sell	-57,200	Closed	-$1.21M	–	747
2021 Q4	$1.21M	Buy	57,200 +16,438	+40%	+$373K	0.01%	211
2021 Q3	$823K	Buy	+40,762	New	+$901K	0.01%	289
2021 Q2	–	Sell	-28,573	Closed	-$633K	–	707
2021 Q1	$633K	Sell	28,573 -4,069	-12%	-$85K	0.01%	249
2020 Q4	$560K	Buy	+32,642	New	+$499K	0.01%	242

Other funds holding UAA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Echo Street Capital Management's UAA Position: Q4 2023 in Review

Echo Street Capital Management sold out of Under Armour (UAA) in Q4 2023, closing a stake of 140,706 shares — an estimated $964K sold.

Echo Street Capital Management first reported a position in UAA in Q4 2020 and held it in 9 quarters. The position peaked at $1.21M in Q4 2021. 376 funds tracked by Wall St. Rank hold UAA as of Q4 2023.

Echo Street Capital Management reported no remaining Under Armour position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 140,706 Under Armour shares in Q4 2023, an estimated $964K.
Echo Street Capital Management first reported a position in Under Armour in Q4 2020 and held it in 9 quarters.
Echo Street Capital Management's Under Armour position peaked at $1.21M in Q4 2021.
376 funds tracked by Wall St. Rank held Under Armour as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.