KA
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Klingman & Associates’s Under Armour UAA Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-854
Closed -$33K – 303
2016
Q3 		$33K Hold
854
– – 0.01% 216
2016
Q2 		$34K Sell
854
-866
-50% -$34.4K 0.01% 220
2016
Q1 		$72K Buy
1,720
+109
+7% +$4.27K 0.03% 166
2015
Q4 		$64K Hold
1,611
– – 0.02% 198
2015
Q3 		$77K Sell
1,611
-210
-12% -$9.91K 0.03% 183
2015
Q2 		$75K Buy
1,821
+210
+13% +$8.44K 0.03% 156
2015
Q1 		$65K Hold
1,611
– – 0.03% 158
2014
Q4 		$54K Buy
+1,611
New +$53.9K 0.02% 172

Other funds holding UAA

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
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return