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Needham Investment Management’s Under Armour Class C UA Stock Holding History

Needham Investment 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
2017
Q4 		– Sell
-19,500
Closed -$293K – 94
2017
Q3 		$293K Hold
19,500
– – 0.07% 84
2017
Q2 		$394K Hold
19,500
– – 0.1% 83
2017
Q1 		$357K Buy
19,500
+2,500
+15% +$52.1K 0.09% 90
2016
Q4 		$428K Buy
+17,000
New +$470K 0.11% 86

Other funds holding UA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Needham Investment Management's UA Position: Q4 2017 in Review

Needham Investment Management sold out of Under Armour Class C (UA) in Q4 2017, closing a stake of 19,500 shares — an estimated $293K sold.

Needham Investment Management first reported a position in UA in Q4 2016 and held it in 4 quarters. The position peaked at $428K in Q4 2016. 424 funds tracked by Wall St. Rank hold UA as of Q4 2017.

  • Needham Investment Management reported no remaining Under Armour Class C position as of Q4 2017 after selling out during the quarter.
  • Needham Investment Management sold 19,500 Under Armour Class C shares in Q4 2017, an estimated $293K.
  • Needham Investment Management first reported a position in Under Armour Class C in Q4 2016 and held it in 4 quarters.
  • Needham Investment Management's Under Armour Class C position peaked at $428K in Q4 2016.
  • 424 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2017.

Based on Needham Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.