Joel Isaacson & Co’s Under Armour UAA Stock Holding History

Joel Isaacson & Co’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	-420	Closed	-$12K	–	508
2016 Q4	$12K	Hold	420	–	–	﹤0.01%	483
2016 Q3	$16K	Hold	420	–	–	﹤0.01%	494
2016 Q2	$17K	Sell	420 -426	-50%	-$16.9K	﹤0.01%	487
2016 Q1	$36K	Hold	846	–	–	0.01%	385
2015 Q4	$34K	Hold	846	–	–	0.01%	383
2015 Q3	$41K	Hold	846	–	–	0.01%	367
2015 Q2	$35K	Hold	846	–	–	0.01%	413
2015 Q1	$34K	Hold	846	–	–	0.01%	412
2014 Q4	$29K	Hold	846	–	–	0.01%	385
2014 Q3	$29K	Hold	846	–	–	0.01%	371
2014 Q2	$25K	Hold	846	–	–	0.01%	380
2014 Q1	$24K	Hold	846	–	–	0.01%	387
2013 Q4	$18K	Hold	846	–	–	0.01%	389
2013 Q3	$17K	Hold	846	–	–	0.01%	372
2013 Q2	$13K	Buy	+846	New	+$12.2K	0.01%	364

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