Evercore Wealth Management’s Under Armour Class C UA Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-984	Closed	-$13K	–	759
2017 Q4	$13K	Hold	984	–	–	﹤0.01%	784
2017 Q3	$15K	Sell	984 -1,007	-51%	-$17K	﹤0.01%	756
2017 Q2	$40K	Sell	1,991 -402	-17%	-$7.58K	﹤0.01%	611
2017 Q1	$44K	Sell	2,393 -1,200	-33%	-$25K	﹤0.01%	628
2016 Q4	$90K	Buy	3,593 +544	+18%	+$15.1K	﹤0.01%	512
2016 Q3	$103K	Hold	3,049	–	–	﹤0.01%	473
2016 Q2	$111K	Buy	+3,049	New	+$112K	﹤0.01%	444

Other funds holding UA

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Evercore Wealth Management's UA Position: Q1 2018 in Review

Evercore Wealth Management sold out of Under Armour Class C (UA) in Q1 2018, closing a stake of 984 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in UA in Q2 2016 and held it in 7 quarters. The position peaked at $111K in Q2 2016. 441 funds tracked by Wall St. Rank hold UA as of Q1 2018.

Evercore Wealth Management reported no remaining Under Armour Class C position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 984 Under Armour Class C shares in Q1 2018, an estimated $13K.
Evercore Wealth Management first reported a position in Under Armour Class C in Q2 2016 and held it in 7 quarters.
Evercore Wealth Management's Under Armour Class C position peaked at $111K in Q2 2016.
441 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.