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MSD Partners’s United Airlines UAL Stock Holding History

MSD Partners’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
Q2 		– Sell
-916,504
Closed -$40.9M – 64
2014
Q1 		$40.9M Buy
916,504
+8,261
+0.9% +$372K 1.55% 22
2013
Q4 		$34.4M Buy
+908,243
New +$31.8M 1.4% 22

Other funds holding UAL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

MSD Partners's UAL Position: Q2 2014 in Review

MSD Partners sold out of United Airlines (UAL) in Q2 2014, closing a stake of 916,504 shares — an estimated $40.9M sold.

MSD Partners first reported a position in UAL in Q4 2013 and held it in 2 quarters. The position peaked at $40.9M in Q1 2014. 397 funds tracked by Wall St. Rank hold UAL as of Q2 2014.

  • MSD Partners reported no remaining United Airlines position as of Q2 2014 after selling out during the quarter.
  • MSD Partners sold 916,504 United Airlines shares in Q2 2014, an estimated $40.9M.
  • MSD Partners first reported a position in United Airlines in Q4 2013 and held it in 2 quarters.
  • MSD Partners's United Airlines position peaked at $40.9M in Q1 2014.
  • 397 funds tracked by Wall St. Rank held United Airlines as of Q2 2014.

Based on MSD Partners's 13F filing for Q2 2014, filed 14 Aug 2014.