Lido Advisors

Lido Advisors’s Under Armour UAA Stock Holding History

Lido Advisors’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
2026 Q1	$215K	Buy	+36,360	New	+$236K	﹤0.01%	1747
2022 Q1	–	Sell	-17,890	Closed	-$379K	–	1097
2021 Q4	$379K	Sell	17,890 -2,861	-14%	-$64.9K	0.01%	710
2021 Q3	$418K	Buy	20,751 +6,776	+48%	+$150K	0.01%	653
2021 Q2	$296K	Buy	+13,975	New	+$312K	0.01%	726
2019 Q3	–	Sell	-8,008	Closed	-$203K	–	614
2019 Q2	$203K	Sell	8,008 -8,194	-51%	-$192K	0.02%	514
2019 Q1	$342K	Buy	+16,202	New	+$339K	0.03%	363
2018 Q3	–	Sell	-10,997	Closed	-$247K	–	478
2018 Q2	$247K	Buy	+10,997	New	+$217K	0.04%	348
2017 Q1	–	Sell	-12,473	Closed	-$362K	–	275
2016 Q4	$362K	Buy	12,473 +568	+5%	+$18.6K	0.09%	118
2016 Q3	$460K	Buy	11,905 +2,598	+28%	+$105K	0.14%	73
2016 Q2	$373K	Sell	9,307 -9,439	-50%	-$375K	0.12%	86
2016 Q1	$790K	Buy	+18,746	New	+$734K	0.27%	39

Other funds holding UAA

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return