Baird’s United Airlines UAL Stock Holding History

Baird’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
2015 Q1	$3.08M	Buy	45,722 +6,165	+16%	+$418K	0.03%	445
2014 Q4	$2.65M	Buy	39,557 +4,634	+13%	+$257K	0.03%	477
2014 Q3	$1.63M	Buy	34,923 +96	+0.3%	+$4.46K	0.02%	513
2014 Q2	$1.43M	Buy	+34,827	New	+$1.5M	0.02%	574

Other funds holding UAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Baird's UAL Position: Q1 2015 in Review

Baird increased its United Airlines (UAL) stake by 16% in Q1 2015, buying an estimated $418K and bringing the position to 45,722 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #445.

Baird first reported a position in UAL in Q2 2014 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold UAL as of Q1 2015.

Baird held 45,722 shares of United Airlines worth $3.08M as of Q1 2015.
Baird bought 6,165 United Airlines shares in Q1 2015, an estimated $418K.
United Airlines made up 0.03% of Baird's portfolio in Q1 2015, its #445 holding.
Baird first reported a position in United Airlines in Q2 2014 and has held it in 4 quarters since.
502 funds tracked by Wall St. Rank held United Airlines as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.