Evercore Wealth Management’s United Airlines UAL Stock Holding History

Evercore Wealth 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
2018 Q1	–	Sell	-1,500	Closed	-$101K	–	761
2017 Q4	$101K	Hold	1,500	–	–	﹤0.01%	462
2017 Q3	$91K	Hold	1,500	–	–	﹤0.01%	479
2017 Q2	$113K	Hold	1,500	–	–	﹤0.01%	445
2017 Q1	$106K	Sell	1,500 -23	-2%	-$1.66K	﹤0.01%	472
2016 Q4	$111K	Sell	1,523 -2,182	-59%	-$139K	﹤0.01%	475
2016 Q3	$194K	Buy	3,705 +1,360	+58%	+$65.4K	0.01%	381
2016 Q2	$96K	Buy	2,345 +845	+56%	+$40K	﹤0.01%	467
2016 Q1	$90K	Hold	1,500	–	–	﹤0.01%	471
2015 Q4	$86K	Sell	1,500 -3,500	-70%	-$202K	﹤0.01%	497
2015 Q3	$266K	Hold	5,000	–	–	0.01%	345
2015 Q2	$266K	Sell	5,000 -40	-0.8%	-$2.31K	0.01%	378
2015 Q1	$339K	Sell	5,040 -7	-0.1%	-$474	0.02%	331
2014 Q4	$337K	Buy	5,047 +47	+0.9%	+$2.6K	0.02%	302
2014 Q3	$234K	Hold	5,000	–	–	0.01%	368
2014 Q2	$206K	Buy	+5,000	New	+$215K	0.01%	384
2013 Q4	–	Sell	-3	Closed	–	–	986
2013 Q3	$0	Hold	3	–	–	﹤0.01%	1008
2013 Q2	$0	Buy	+3	New	+$95	﹤0.01%	792

Other funds holding UAL

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Evercore Wealth Management's UAL Position: Q1 2018 in Review

Evercore Wealth Management sold out of United Airlines (UAL) in Q1 2018, closing a stake of 1,500 shares — an estimated $101K sold.

Evercore Wealth Management first reported a position in UAL in Q2 2013 and held it in 17 quarters. The position peaked at $339K in Q1 2015. 550 funds tracked by Wall St. Rank hold UAL as of Q1 2018.

Evercore Wealth Management reported no remaining United Airlines position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,500 United Airlines shares in Q1 2018, an estimated $101K.
Evercore Wealth Management first reported a position in United Airlines in Q2 2013 and held it in 17 quarters.
Evercore Wealth Management's United Airlines position peaked at $339K in Q1 2015.
550 funds tracked by Wall St. Rank held United Airlines as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.