Tortoise Investment Management’s Under Armour UAA Stock Holding History

Tortoise Investment Management’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
2020 Q1	–	Sell	-200	Closed	-$4K	–	608
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	501
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	492
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	500
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	511
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	469
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	477
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	492
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	490
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	500
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	439
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	424
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	409
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	387
2016 Q3	$8K	Hold	200	–	–	﹤0.01%	340
2016 Q2	$8K	Sell	200 -203	-50%	-$8.06K	﹤0.01%	340
2016 Q1	$17K	Hold	403	–	–	0.01%	254
2015 Q4	$16K	Hold	403	–	–	0.01%	279
2015 Q3	$19K	Hold	403	–	–	0.01%	257
2015 Q2	$17K	Buy	+403	New	+$16.2K	0.01%	282

Other funds holding UAA

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

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

Adage Capital Partners

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return