Security National Trust’s Under Armour UAA Stock Holding History

Security National Trust’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
2017 Q1	–	Sell	-315	Closed	-$9K	–	435
2016 Q4	$9K	Sell	315 -760	-71%	-$24.9K	﹤0.01%	376
2016 Q3	$42K	Hold	1,075	–	–	0.02%	296
2016 Q2	$43K	Sell	1,075 -476	-31%	-$18.9K	0.02%	290
2016 Q1	$65K	Buy	1,551 +564	+57%	+$22.1K	0.02%	245
2015 Q4	$39K	Buy	987 +383	+63%	+$17.3K	0.02%	283
2015 Q3	$29K	Hold	604	–	–	0.01%	308
2015 Q2	$25K	Hold	604	–	–	0.01%	326
2015 Q1	$24K	Hold	604	–	–	0.01%	339
2014 Q4	$20K	Hold	604	–	–	0.01%	353
2014 Q3	$21K	Hold	604	–	–	0.01%	343
2014 Q2	$18K	Hold	604	–	–	0.01%	360
2014 Q1	$17K	Hold	604	–	–	0.01%	364
2013 Q4	$13K	Hold	604	–	–	0.01%	385
2013 Q3	$12K	Buy	604 +403	+200%	+$7.06K	0.01%	377
2013 Q2	$3K	Buy	+201	New	+$2.91K	﹤0.01%	466

Other funds holding UAA

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return