Marshall & Sullivan’s United Airlines UAL Stock Holding History

Marshall & Sullivan’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	-23	Closed	-$1K	–	58
2014 Q3	$1K	Buy	+23	New	+$1.07K	﹤0.01%	47

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

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

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

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 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

Marshall & Sullivan's UAL Position: Q4 2014 in Review

Marshall & Sullivan sold out of United Airlines (UAL) in Q4 2014, closing a stake of 23 shares — an estimated $1K sold.

Marshall & Sullivan first reported a position in UAL in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 473 funds tracked by Wall St. Rank hold UAL as of Q4 2014.

Marshall & Sullivan reported no remaining United Airlines position as of Q4 2014 after selling out during the quarter.
Marshall & Sullivan sold 23 United Airlines shares in Q4 2014, an estimated $1K.
Marshall & Sullivan first reported a position in United Airlines in Q3 2014 and held it in 1 quarter.
Marshall & Sullivan's United Airlines position peaked at $1K in Q3 2014.
473 funds tracked by Wall St. Rank held United Airlines as of Q4 2014.

Based on Marshall & Sullivan's 13F filing for Q4 2014, filed 13 Feb 2015.