Marathon Capital Management’s Under Armour Class C UA Stock Holding History

Marathon Capital Management’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	–	Sell	-24,880	Closed	-$484K	–	120
2018 Q3	$484K	Sell	24,880 -1,100	-4%	-$21.2K	0.19%	63
2018 Q2	$547K	Sell	25,980 -600	-2%	-$10.7K	0.21%	54
2018 Q1	$381K	Sell	26,580 -153	-0.6%	-$2.16K	0.15%	62
2017 Q4	$356K	Sell	26,733 -9,053	-25%	-$119K	0.14%	66
2017 Q3	$538K	Sell	35,786 -1,875	-5%	-$31.6K	0.23%	43
2017 Q2	$759K	Hold	37,661	–	–	0.36%	39
2017 Q1	$689K	Sell	37,661 -50	-0.1%	-$1.04K	0.34%	41
2016 Q4	$949K	Buy	+37,711	New	+$1.04M	0.45%	34

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

Marathon Capital Management's UA Position: Q4 2018 in Review

Marathon Capital Management sold out of Under Armour Class C (UA) in Q4 2018, closing a stake of 24,880 shares — an estimated $484K sold.

Marathon Capital Management first reported a position in UA in Q4 2016 and held it in 8 quarters. The position peaked at $949K in Q4 2016. 444 funds tracked by Wall St. Rank hold UA as of Q4 2018.

Marathon Capital Management reported no remaining Under Armour Class C position as of Q4 2018 after selling out during the quarter.
Marathon Capital Management sold 24,880 Under Armour Class C shares in Q4 2018, an estimated $484K.
Marathon Capital Management first reported a position in Under Armour Class C in Q4 2016 and held it in 8 quarters.
Marathon Capital Management's Under Armour Class C position peaked at $949K in Q4 2016.
444 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2018.

Based on Marathon Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.