Kaizen Advisory’s Under Armour Class C UA Stock Holding History

Kaizen Advisory’s Portfolio UA Stock Details UA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$9K	Buy	564 +42	+8%	+$795	0.01%	565
2018 Q3	$10K	Hold	522	–	–	0.01%	565
2018 Q2	$11K	Buy	522 +339	+185%	+$6.03K	0.01%	572
2018 Q1	$3K	Hold	183	–	–	﹤0.01%	574
2017 Q4	$2K	Buy	+183	New	+$2.4K	﹤0.01%	569

Other funds holding UA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Kaizen Advisory's UA Position: Q4 2018 in Review

Kaizen Advisory increased its Under Armour Class C (UA) stake by 8% in Q4 2018, buying an estimated $795 and bringing the position to 564 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #565.

Kaizen Advisory first reported a position in UA in Q4 2017 and has held it in 5 quarters since. The position peaked at $11K in Q2 2018. 444 funds tracked by Wall St. Rank hold UA as of Q4 2018.

Kaizen Advisory held 564 shares of Under Armour Class C worth $9K as of Q4 2018.
Kaizen Advisory bought 42 Under Armour Class C shares in Q4 2018, an estimated $795.
Under Armour Class C made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #565 holding.
Kaizen Advisory first reported a position in Under Armour Class C in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Under Armour Class C position peaked at $11K in Q2 2018.
444 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.