SW
UAA icon

SVB Wealth’s Under Armour UAA Stock Holding History

SVB Wealth’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
2016
Q4 		– Sell
-26,143
Closed -$1.01M – 517
2016
Q3 		$1.01M Sell
26,143
-3,961
-13% -$160K 0.04% 249
2016
Q2 		$1.21M Sell
30,104
-49,012
-62% -$1.96M 0.05% 233
2016
Q1 		$3.36M Sell
79,116
-20,676
-21% -$816K 0.14% 145
2015
Q4 		$4.02M Sell
99,792
-7,496
-7% -$342K 0.16% 138
2015
Q3 		$5.19M Buy
107,288
+67,084
+167% +$3.19M 0.2% 124
2015
Q2 		$1.68M Buy
40,204
+32,694
+435% +$1.32M 0.06% 263
2015
Q1 		$303K Hold
7,510
– – 0.01% 474
2014
Q4 		$255K Buy
+7,510
New +$253K 0.01% 489

Other funds holding UAA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SVB Wealth's UAA Position: Q4 2016 in Review

SVB Wealth sold out of Under Armour (UAA) in Q4 2016, closing a stake of 26,143 shares — an estimated $1.01M sold.

SVB Wealth first reported a position in UAA in Q4 2014 and held it in 8 quarters. The position peaked at $5.19M in Q3 2015. 554 funds tracked by Wall St. Rank hold UAA as of Q4 2016.

  • SVB Wealth reported no remaining Under Armour position as of Q4 2016 after selling out during the quarter.
  • SVB Wealth sold 26,143 Under Armour shares in Q4 2016, an estimated $1.01M.
  • SVB Wealth first reported a position in Under Armour in Q4 2014 and held it in 8 quarters.
  • SVB Wealth's Under Armour position peaked at $5.19M in Q3 2015.
  • 554 funds tracked by Wall St. Rank held Under Armour as of Q4 2016.

Based on SVB Wealth's 13F filing for Q4 2016, filed 15 Feb 2017.