Loring Wolcott & Coolidge Fiduciary Advisors’s Under Armour UAA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q4	–	Sell	-128	Closed	-$3K	–	770
2021 Q3	$3K	Hold	128	–	–	﹤0.01%	695
2021 Q2	$3K	Buy	+128	New	+$2.85K	﹤0.01%	819
2018 Q4	–	Sell	-1,375	Closed	-$29K	–	731
2018 Q3	$29K	Hold	1,375	–	–	﹤0.01%	465
2018 Q2	$31K	Hold	1,375	–	–	﹤0.01%	471
2018 Q1	$22K	Hold	1,375	–	–	﹤0.01%	526
2017 Q4	$20K	Sell	1,375 -827	-38%	-$11.9K	﹤0.01%	521
2017 Q3	$36K	Buy	2,202 +882	+67%	+$16.2K	﹤0.01%	456
2017 Q2	$26K	Sell	1,320 -200	-13%	-$4.07K	﹤0.01%	472
2017 Q1	$30K	Buy	1,520 +1,245	+453%	+$29K	﹤0.01%	460
2016 Q4	$8K	Sell	275 -250	-48%	-$8.21K	﹤0.01%	545
2016 Q3	$20K	Hold	525	–	–	﹤0.01%	478
2016 Q2	$21K	Sell	525 -375	-42%	-$15K	﹤0.01%	481
2016 Q1	$38K	Buy	900 +500	+125%	+$19.7K	﹤0.01%	431
2015 Q4	$16K	Hold	400	–	–	﹤0.01%	529
2015 Q3	$17K	Hold	400	–	–	﹤0.01%	503
2015 Q2	$17K	Hold	400	–	–	﹤0.01%	503
2015 Q1	$16K	Hold	400	–	–	﹤0.01%	528
2014 Q4	$14K	Hold	400	–	–	﹤0.01%	535
2014 Q3	$14K	Buy	+400	New	+$13.3K	﹤0.01%	507

Other funds holding UAA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SIM

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Under Armour (UAA) in Q4 2021, closing a stake of 128 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UAA in Q3 2014 and held it in 19 quarters. The position peaked at $38K in Q1 2016. 465 funds tracked by Wall St. Rank hold UAA as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Under Armour position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 128 Under Armour shares in Q4 2021, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Under Armour in Q3 2014 and held it in 19 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Under Armour position peaked at $38K in Q1 2016.
465 funds tracked by Wall St. Rank held Under Armour as of Q4 2021.

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