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EverPoint Asset Management’s United Airlines UAL Stock Holding History

EverPoint 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
2015
Q2 		– Sell
-35,000
Closed -$2.35M – 583
2015
Q1 		$2.35M Sell
35,000
-45,000
-56% -$3.05M 0.04% 393
2014
Q4 		$5.35M Buy
+80,000
New +$4.43M 0.12% 240

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EverPoint Asset Management's UAL Position: Q4 2016 in Review

EverPoint Asset Management reduced its United Airlines (UAL) stake by 50% in Q4 2016, selling an estimated $3.19M and leaving 50,000 shares worth $3.64M. The position accounts for 0.07% of the portfolio, ranked #280.

EverPoint Asset Management first reported a position in UAL in Q3 2014 and has held it in 8 quarters since. The position peaked at $12.9M in Q3 2014. 562 funds tracked by Wall St. Rank hold UAL as of Q4 2016.

  • EverPoint Asset Management held 50,000 shares of United Airlines worth $3.64M as of Q4 2016.
  • EverPoint Asset Management sold 50,000 United Airlines shares in Q4 2016, an estimated $3.19M.
  • United Airlines made up 0.07% of EverPoint Asset Management's portfolio in Q4 2016, its #280 holding.
  • EverPoint Asset Management first reported a position in United Airlines in Q3 2014 and has held it in 8 quarters since.
  • EverPoint Asset Management's United Airlines position peaked at $12.9M in Q3 2014.
  • 562 funds tracked by Wall St. Rank held United Airlines as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.