Evercore Trust Company’s United Airlines UAL Stock Holding History

Evercore Trust Company’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
2017 Q4	–	Sell	-5,333,732	Closed	-$325M	–	39
2017 Q3	$325M	Sell	5,333,732 -58,314	-1%	-$3.88M	0.94%	14
2017 Q2	$406M	Sell	5,392,046 -113,196	-2%	-$8.55M	1.24%	13
2017 Q1	$389M	Sell	5,505,242 -88,749	-2%	-$6.41M	1.2%	13
2016 Q4	$408M	Sell	5,593,991 -139,726	-2%	-$8.9M	1.31%	12
2016 Q3	$301M	Sell	5,733,717 -68,581	-1%	-$3.3M	0.98%	15
2016 Q2	$238M	Sell	5,802,298 -123,154	-2%	-$5.83M	0.76%	17
2016 Q1	$355M	Sell	5,925,452 -68,669	-1%	-$3.65M	1.16%	15
2015 Q4	$343M	Sell	5,994,121 -98,197	-2%	-$5.67M	1.26%	12
2015 Q3	$323M	Sell	6,092,318 -82,319	-1%	-$4.64M	1.24%	12
2015 Q2	$327M	Sell	6,174,637 -95,708	-2%	-$5.54M	1.17%	11
2015 Q1	$422M	Sell	6,270,345 -186,177	-3%	-$12.6M	1.48%	10
2014 Q4	$432M	Sell	6,456,522 -229,521	-3%	-$12.7M	1.54%	9
2014 Q3	$313M	Sell	6,686,043 -152,555	-2%	-$7.08M	1.15%	10
2014 Q2	$281M	Sell	6,838,598 -119,283	-2%	-$5.14M	1%	10
2014 Q1	$311M	Sell	6,957,881 -194,636	-3%	-$8.76M	1.12%	11
2013 Q4	$271M	Sell	7,152,517 -133,919	-2%	-$4.69M	0.97%	10
2013 Q3	$224M	Sell	7,286,436 -120,494	-2%	-$3.88M	0.84%	12
2013 Q2	$232M	Buy	+7,406,930	New	+$236M	0.9%	10

Other funds holding UAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Evercore Trust Company's UAL Position: Q4 2017 in Review

Evercore Trust Company sold out of United Airlines (UAL) in Q4 2017, closing a stake of 5,333,732 shares — an estimated $325M sold.

Evercore Trust Company first reported a position in UAL in Q2 2013 and held it in 18 quarters. The position peaked at $432M in Q4 2014. 546 funds tracked by Wall St. Rank hold UAL as of Q4 2017.

Evercore Trust Company reported no remaining United Airlines position as of Q4 2017 after selling out during the quarter.
Evercore Trust Company sold 5,333,732 United Airlines shares in Q4 2017, an estimated $325M.
Evercore Trust Company first reported a position in United Airlines in Q2 2013 and held it in 18 quarters.
Evercore Trust Company's United Airlines position peaked at $432M in Q4 2014.
546 funds tracked by Wall St. Rank held United Airlines as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.