EWM
Evercore Wealth Management’s Under Armour UAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-178
| Closed | -$3K | – | 760 |
|
|
2017
Q4 | $3K | Hold |
178
| – | – | ﹤0.01% | 880 |
|
|
2017
Q3 | $3K | Sell |
178
-1,000
| -85% | -$16.9K | ﹤0.01% | 872 |
|
|
2017
Q2 | $26K | Sell |
1,178
-400
| -25% | -$8.83K | ﹤0.01% | 671 |
|
|
2017
Q1 | $31K | Sell |
1,578
-1,838
| -54% | -$36.1K | ﹤0.01% | 683 |
|
|
2016
Q4 | $99K | Buy |
3,416
+438
| +15% | +$12.7K | ﹤0.01% | 497 |
|
|
2016
Q3 | $115K | Sell |
2,978
-51
| -2% | -$1.97K | ﹤0.01% | 460 |
|
|
2016
Q2 | $122K | Hold |
3,029
| – | – | 0.01% | 430 |
|
|
2016
Q1 | $257K | Buy |
3,029
+51
| +2% | +$4.33K | 0.01% | 315 |
|
|
2015
Q4 | $240K | Hold |
2,978
| – | – | 0.01% | 342 |
|
|
2015
Q3 | $288K | Hold |
2,978
| – | – | 0.01% | 334 |
|
|
2015
Q2 | $248K | Hold |
2,978
| – | – | 0.01% | 387 |
|
|
2015
Q1 | $241K | Hold |
2,978
| – | – | 0.01% | 384 |
|
|
2014
Q4 | $202K | Buy |
2,978
+1,178
| +65% | +$79.9K | 0.01% | 359 |
|
|
2014
Q3 | $124K | Hold |
1,800
| – | – | 0.01% | 476 |
|
|
2014
Q2 | $107K | Buy |
1,800
+700
| +64% | +$41.6K | 0.01% | 499 |
|
|
2014
Q1 | $126K | Buy |
1,100
+400
| +57% | +$45.8K | 0.01% | 443 |
|
|
2013
Q4 | $61K | Sell |
700
-19,375
| -97% | -$1.69M | ﹤0.01% | 533 |
|
|
2013
Q3 | $1.6M | Buy |
20,075
+1,525
| +8% | +$121K | 0.09% | 179 |
|
|
2013
Q2 | $1.11M | Buy |
+18,550
| New | +$1.11M | 0.06% | 200 |
|