Sharkey, Howes & Javer’s Under Armour Class C UA Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-21	Closed	–	–	168
2019 Q2	$0	Hold	21	–	–	﹤0.01%	204
2019 Q1	$0	Hold	21	–	–	﹤0.01%	217
2018 Q4	$0	Hold	21	–	–	﹤0.01%	222
2018 Q3	$0	Hold	21	–	–	﹤0.01%	223
2018 Q2	$0	Hold	21	–	–	﹤0.01%	216
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	213
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	202
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	200
2017 Q2	$1K	Hold	21	–	–	﹤0.01%	193
2017 Q1	$1K	Hold	21	–	–	﹤0.01%	223
2016 Q4	$1K	Hold	21	–	–	﹤0.01%	212
2016 Q3	$1K	Hold	21	–	–	﹤0.01%	214
2016 Q2	$1K	Buy	+21	New	+$774	﹤0.01%	219

Other funds holding UA

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

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Adage Capital Partners

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

American Century Companies

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return