EWM
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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
-3,072
-50% -$122K 0.01% 430
2016
Q1 		$257K Buy
6,101
+103
+2% +$4.04K 0.01% 315
2015
Q4 		$240K Hold
5,998
– – 0.01% 342
2015
Q3 		$288K Hold
5,998
– – 0.01% 334
2015
Q2 		$248K Hold
5,998
– – 0.01% 387
2015
Q1 		$241K Hold
5,998
– – 0.01% 384
2014
Q4 		$202K Buy
5,998
+2,372
+65% +$79.4K 0.01% 359
2014
Q3 		$124K Hold
3,626
– – 0.01% 476
2014
Q2 		$107K Sell
3,626
-805
-18% -$21K 0.01% 499
2014
Q1 		$126K Buy
4,431
+1,611
+57% +$41.8K 0.01% 443
2013
Q4 		$61K Sell
2,820
-78,050
-97% -$1.59M ﹤0.01% 533
2013
Q3 		$1.59M Buy
80,870
+6,143
+8% +$108K 0.09% 179
2013
Q2 		$1.11M Buy
+74,727
New +$1.08M 0.06% 200

Other funds holding UAA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return