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Archipel Asset Management’s United Airlines UAL Stock Holding History

Archipel Asset Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3.75M Sell
80,185
-144,902
-64% -$6.73M 1.08% 34
2014
Q2 		$9.24M Buy
+225,087
New +$9.7M 2.31% 23
2013
Q3 		– Sell
-361,676
Closed -$11.3M – 92
2013
Q2 		$11.3M Buy
+361,676
New +$11.5M 2.32% 5

Other funds holding UAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Archipel Asset Management's UAL Position: Q3 2014 in Review

Archipel Asset Management reduced its United Airlines (UAL) stake by 64% in Q3 2014, selling an estimated $6.73M and leaving 80,185 shares worth $3.75M. The position accounts for 1.08% of the portfolio, ranked #34.

Archipel Asset Management first reported a position in UAL in Q2 2013 and has held it in 3 quarters since. The position peaked at $11.3M in Q2 2013. 407 funds tracked by Wall St. Rank hold UAL as of Q3 2014.

  • Archipel Asset Management held 80,185 shares of United Airlines worth $3.75M as of Q3 2014.
  • Archipel Asset Management sold 144,902 United Airlines shares in Q3 2014, an estimated $6.73M.
  • United Airlines made up 1.08% of Archipel Asset Management's portfolio in Q3 2014, its #34 holding.
  • Archipel Asset Management first reported a position in United Airlines in Q2 2013 and has held it in 3 quarters since.
  • Archipel Asset Management's United Airlines position peaked at $11.3M in Q2 2013.
  • 407 funds tracked by Wall St. Rank held United Airlines as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.