Winch Advisory Services’s Under Armour UAA Stock Holding History

Winch Advisory Services’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	-100	Closed	-$2K	–	382
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	327
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	307
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	331
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	334
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	306
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	292
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	297
2018 Q1	$2K	Buy	+100	New	+$1.56K	﹤0.01%	275
2017 Q4	–	Sell	-158	Closed	-$3K	–	320
2017 Q3	$3K	Hold	158	–	–	﹤0.01%	238
2017 Q2	$3K	Hold	158	–	–	﹤0.01%	246
2017 Q1	$3K	Sell	158 -2	-1%	-$47	﹤0.01%	229
2016 Q4	$5K	Buy	160 +158	+7,900%	+$5.19K	﹤0.01%	189
2016 Q3	$0	Sell	2 -50	-96%	-$2.02K	﹤0.01%	296
2016 Q2	$2K	Sell	52 -272	-84%	-$10.8K	﹤0.01%	239
2016 Q1	$14K	Sell	324 -123	-28%	-$4.82K	0.02%	97
2015 Q4	$18K	Buy	447 +8	+2%	+$362	0.02%	89
2015 Q3	$21K	Sell	439 -46,675	-99%	-$2.2M	0.03%	82
2015 Q2	$1.95M	Sell	47,114 -2,449	-5%	-$98.4K	1.07%	28
2015 Q1	$1.99M	Buy	+49,563	New	+$1.81M	1.16%	25

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