IBM Retirement Fund’s Under Armour UAA Stock Holding History

IBM Retirement Fund’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 Q1	–	Sell	-13,898	Closed	-$404K	–	716
2016 Q4	$404K	Sell	13,898 -2,413	-15%	-$79.2K	0.02%	662
2016 Q3	$631K	Sell	16,311 -2,186	-12%	-$88.3K	0.03%	543
2016 Q2	$742K	Sell	18,497 -23,853	-56%	-$947K	0.03%	508
2016 Q1	$1.86M	Sell	42,350 -45,906	-52%	-$1.8M	0.07%	282
2015 Q4	$3.53M	Buy	88,256 +5,118	+6%	+$232K	0.07%	296
2015 Q3	$4.1M	Sell	83,138 -4,488	-5%	-$212K	0.09%	239
2015 Q2	$3.63M	Buy	87,626 +1,944	+2%	+$78.1K	0.07%	298
2015 Q1	$3.44M	Buy	85,682 +54	+0.1%	+$1.97K	0.06%	323
2014 Q4	$2.89M	Buy	85,628 +3,562	+4%	+$119K	0.05%	353
2014 Q3	$2.85M	Sell	82,066 -6,583	-7%	-$218K	0.06%	342
2014 Q2	$2.6M	Buy	88,649 +1,753	+2%	+$45.7K	0.05%	387
2014 Q1	$2.47M	Sell	86,896 -47,668	-35%	-$1.24M	0.05%	401
2013 Q4	$2.92M	Sell	134,564 -6,627	-5%	-$135K	0.04%	498
2013 Q3	$2.79M	Sell	141,191 -18,813	-12%	-$329K	0.04%	503
2013 Q2	$2.37M	Buy	+160,004	New	+$2.31M	0.03%	571

Other funds holding UAA

Baillie Gifford & Co

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return