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Forte Capital’s Under Armour UAA Stock Holding History

Forte Capital’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
2017
Q4 		– Sell
-33,539
Closed -$553K – 171
2017
Q3 		$553K Sell
33,539
-380
-1% -$6.97K 0.18% 103
2017
Q2 		$738K Buy
33,919
+5,055
+18% +$103K 0.24% 78
2017
Q1 		$571K Buy
28,864
+409
+1% +$9.53K 0.2% 93
2016
Q4 		$826K Sell
28,455
-428
-1% -$14K 0.31% 74
2016
Q3 		$1.12M Buy
28,883
+100
+0.3% +$4.04K 0.42% 58
2016
Q2 		$1.16M Sell
28,783
-24,463
-46% -$977K 0.45% 55
2016
Q1 		$2.26M Buy
53,246
+8,580
+19% +$339K 0.99% 29
2015
Q4 		$1.8M Buy
44,666
+13,366
+43% +$610K 0.74% 38
2015
Q3 		$1.51M Buy
31,300
+7,380
+31% +$351K 0.69% 41
2015
Q2 		$998K Buy
+23,920
New +$968K 0.42% 55

Other funds holding UAA

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forte Capital's UAA Position: Q4 2017 in Review

Forte Capital sold out of Under Armour (UAA) in Q4 2017, closing a stake of 33,539 shares — an estimated $553K sold.

Forte Capital first reported a position in UAA in Q2 2015 and held it in 10 quarters. The position peaked at $2.26M in Q1 2016. 447 funds tracked by Wall St. Rank hold UAA as of Q4 2017.

  • Forte Capital reported no remaining Under Armour position as of Q4 2017 after selling out during the quarter.
  • Forte Capital sold 33,539 Under Armour shares in Q4 2017, an estimated $553K.
  • Forte Capital first reported a position in Under Armour in Q2 2015 and held it in 10 quarters.
  • Forte Capital's Under Armour position peaked at $2.26M in Q1 2016.
  • 447 funds tracked by Wall St. Rank held Under Armour as of Q4 2017.

Based on Forte Capital's 13F filing for Q4 2017, filed 22 Jan 2018.