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Caerus Global Investors’s United Airlines UAL Stock Holding History

Caerus Global Investors’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
Q4 		– Sell
-90,000
Closed -$4.21M – 31
2014
Q3 		$4.21M Buy
90,000
+40,000
+80% +$1.86M 2.66% 15
2014
Q2 		$2.05M Buy
+50,000
New +$2.15M 1.42% 23

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
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Caerus Global Investors's UAL Position: Q4 2014 in Review

Caerus Global Investors sold out of United Airlines (UAL) in Q4 2014, closing a stake of 90,000 shares — an estimated $4.21M sold.

Caerus Global Investors first reported a position in UAL in Q2 2014 and held it in 2 quarters. The position peaked at $4.21M in Q3 2014. 473 funds tracked by Wall St. Rank hold UAL as of Q4 2014.

  • Caerus Global Investors reported no remaining United Airlines position as of Q4 2014 after selling out during the quarter.
  • Caerus Global Investors sold 90,000 United Airlines shares in Q4 2014, an estimated $4.21M.
  • Caerus Global Investors first reported a position in United Airlines in Q2 2014 and held it in 2 quarters.
  • Caerus Global Investors's United Airlines position peaked at $4.21M in Q3 2014.
  • 473 funds tracked by Wall St. Rank held United Airlines as of Q4 2014.

Based on Caerus Global Investors's 13F filing for Q4 2014, filed 17 Feb 2015.