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 -200	-50%	-$7.99K	﹤0.01%	340
2016 Q1	$17K	Hold	400	–	–	0.01%	254
2015 Q4	$16K	Hold	400	–	–	0.01%	279
2015 Q3	$19K	Hold	400	–	–	0.01%	257
2015 Q2	$17K	Buy	+400	New	+$16.2K	0.01%	282

Other funds holding UAA

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's UAA Position: Q1 2020 in Review

Tortoise Investment Management sold out of Under Armour (UAA) in Q1 2020, closing a stake of 200 shares — an estimated $4K sold.

Tortoise Investment Management first reported a position in UAA in Q2 2015 and held it in 19 quarters. The position peaked at $19K in Q3 2015. 428 funds tracked by Wall St. Rank hold UAA as of Q1 2020.

Tortoise Investment Management reported no remaining Under Armour position as of Q1 2020 after selling out during the quarter.
Tortoise Investment Management sold 200 Under Armour shares in Q1 2020, an estimated $4K.
Tortoise Investment Management first reported a position in Under Armour in Q2 2015 and held it in 19 quarters.
Tortoise Investment Management's Under Armour position peaked at $19K in Q3 2015.
428 funds tracked by Wall St. Rank held Under Armour as of Q1 2020.

Based on Tortoise Investment Management's 13F filing for Q1 2020, filed 5 May 2020.