Loring Wolcott & Coolidge Fiduciary Advisors’s Under Armour Class C UA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021 Q4	–	Sell	-140	Closed	-$2K	–	769
2021 Q3	$2K	Hold	140	–	–	﹤0.01%	721
2021 Q2	$3K	Buy	+140	New	+$2.64K	﹤0.01%	818
2017 Q4	–	Sell	-7	Closed	-$1K	–	876
2017 Q3	$1K	Buy	+7	New	+$118	﹤0.01%	747
2017 Q2	–	Sell	-201	Closed	-$4K	–	655
2017 Q1	$4K	Hold	201	–	–	﹤0.01%	590
2016 Q4	$5K	Sell	201 -251	-56%	-$6.95K	﹤0.01%	565
2016 Q3	$15K	Buy	452 +1	+0.2%	+$36	﹤0.01%	510
2016 Q2	$16K	Buy	+451	New	+$16.6K	﹤0.01%	502

Other funds holding UA

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UA Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Under Armour Class C (UA) in Q4 2021, closing a stake of 140 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UA in Q2 2016 and held it in 7 quarters. The position peaked at $16K in Q2 2016. 404 funds tracked by Wall St. Rank hold UA as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Under Armour Class C position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 140 Under Armour Class C shares in Q4 2021, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Under Armour Class C in Q2 2016 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Under Armour Class C position peaked at $16K in Q2 2016.
404 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.