Moody Lynn & Lieberson’s Under Armour UAA Stock Holding History

Moody Lynn & Lieberson’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
2019 Q4	–	Sell	-54,126	Closed	-$1.08M	–	211
2019 Q3	$1.08M	Sell	54,126 -69,434	-56%	-$1.53M	0.12%	92
2019 Q2	$3.13M	Buy	+123,560	New	+$2.9M	0.34%	66
2016 Q1	–	Sell	-29,782	Closed	-$1.19M	–	190
2015 Q4	$1.19M	Sell	29,782 -26,938	-47%	-$1.22M	0.19%	87
2015 Q3	$2.73M	Buy	56,720 +1,892	+3%	+$89.3K	0.52%	59
2015 Q2	$2.27M	Buy	54,828 +15,986	+41%	+$642K	0.36%	74
2015 Q1	$1.56M	Buy	38,842 +141	+0.4%	+$5.15K	0.25%	79
2014 Q4	$1.3M	Buy	38,701 +107	+0.3%	+$3.58K	0.19%	92
2014 Q3	$1.32M	Sell	38,594 -24,442	-39%	-$810K	0.2%	93
2014 Q2	$1.86M	Sell	63,036 -61,071	-49%	-$1.59M	0.26%	90
2014 Q1	$1.77M	Sell	124,107 -26,643	-18%	-$692K	0.26%	96
2013 Q4	$3.27M	Buy	150,750 +53,364	+55%	+$1.09M	0.45%	78
2013 Q3	$1.92M	Buy	97,386 +80,471	+476%	+$1.41M	0.3%	90
2013 Q2	$251K	Buy	+16,915	New	+$245K	0.04%	136

Other funds holding UAA

Wellington Management Group

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

Adage Capital Partners

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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Loomis, Sayles & Company

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

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return