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Placemark Investments’s United Airlines UAL Stock Holding History

Placemark Investments’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 		$1.09M Buy
16,416
+4,058
+33% +$225K 0.02% 834
2014
Q3 		$574K Buy
12,358
+745
+6% +$34.6K 0.01% 1131
2014
Q2 		$472K Buy
11,613
+5,269
+83% +$227K 0.01% 1191
2014
Q1 		$281K Buy
+6,344
New +$285K 0.01% 1374

Other funds holding UAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Neuberger Berman Group
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

Placemark Investments's UAL Position: Q4 2014 in Review

Placemark Investments increased its United Airlines (UAL) stake by 33% in Q4 2014, buying an estimated $225K and bringing the position to 16,416 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #834.

Placemark Investments first reported a position in UAL in Q1 2014 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold UAL as of Q4 2014.

  • Placemark Investments held 16,416 shares of United Airlines worth $1.09M as of Q4 2014.
  • Placemark Investments bought 4,058 United Airlines shares in Q4 2014, an estimated $225K.
  • United Airlines made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #834 holding.
  • Placemark Investments first reported a position in United Airlines in Q1 2014 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held United Airlines as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.