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Evercore Wealth Management’s Under Armour UAA Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-178
Closed -$3K – 760
2017
Q4 		$3K Hold
178
– – ﹤0.01% 881
2017
Q3 		$3K Sell
178
-1,000
-85% -$18.4K ﹤0.01% 872
2017
Q2 		$26K Sell
1,178
-400
-25% -$8.14K ﹤0.01% 673
2017
Q1 		$31K Sell
1,578
-1,838
-54% -$42.8K ﹤0.01% 684
2016
Q4 		$99K Buy
3,416
+438
+15% +$14.4K ﹤0.01% 498
2016
Q3 		$115K Sell
2,978
-51
-2% -$2.06K ﹤0.01% 460
2016
Q2 		$122K Sell
3,029
-3,029
-50% -$121K 0.01% 430
2016
Q1 		$257K Buy
6,058
+102
+2% +$4.03K 0.01% 315
2015
Q4 		$240K Hold
5,956
– – 0.01% 342
2015
Q3 		$288K Hold
5,956
– – 0.01% 334
2015
Q2 		$248K Hold
5,956
– – 0.01% 387
2015
Q1 		$241K Hold
5,956
– – 0.01% 384
2014
Q4 		$202K Buy
5,956
+2,356
+65% +$79.4K 0.01% 359
2014
Q3 		$124K Hold
3,600
– – 0.01% 476
2014
Q2 		$107K Sell
3,600
-800
-18% -$21K 0.01% 499
2014
Q1 		$126K Buy
4,400
+1,600
+57% +$41.8K 0.01% 443
2013
Q4 		$61K Sell
2,800
-77,500
-97% -$1.59M ﹤0.01% 533
2013
Q3 		$1.59M Buy
80,300
+6,100
+8% +$108K 0.09% 179
2013
Q2 		$1.11M Buy
+74,200
New +$1.08M 0.06% 200

Other funds holding UAA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Evercore Wealth Management sold out of Under Armour (UAA) in Q1 2018, closing a stake of 178 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in UAA in Q2 2013 and held it in 19 quarters. The position peaked at $1.59M in Q3 2013. 458 funds tracked by Wall St. Rank hold UAA as of Q1 2018.

  • Evercore Wealth Management reported no remaining Under Armour position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 178 Under Armour shares in Q1 2018, an estimated $3K.
  • Evercore Wealth Management first reported a position in Under Armour in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Under Armour position peaked at $1.59M in Q3 2013.
  • 458 funds tracked by Wall St. Rank held Under Armour as of Q1 2018.

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