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 -270	-84%	-$10.8K	﹤0.01%	239
2016 Q1	$14K	Sell	322 -122	-27%	-$4.81K	0.02%	97
2015 Q4	$18K	Buy	444 +8	+2%	+$365	0.02%	89
2015 Q3	$21K	Sell	436 -46,346	-99%	-$2.2M	0.03%	82
2015 Q2	$1.95M	Sell	46,782 -2,432	-5%	-$98.4K	1.07%	28
2015 Q1	$1.99M	Buy	+49,214	New	+$1.81M	1.16%	25

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 $3.37T AUM 44.26% 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

Winch Advisory Services's UAA Position: Q1 2020 in Review

Winch Advisory Services sold out of Under Armour (UAA) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in UAA in Q1 2015 and held it in 19 quarters. The position peaked at $1.99M in Q1 2015. 428 funds tracked by Wall St. Rank hold UAA as of Q1 2020.

Winch Advisory Services reported no remaining Under Armour position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 100 Under Armour shares in Q1 2020, an estimated $2K.
Winch Advisory Services first reported a position in Under Armour in Q1 2015 and held it in 19 quarters.
Winch Advisory Services's Under Armour position peaked at $1.99M in Q1 2015.
428 funds tracked by Wall St. Rank held Under Armour as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.