SAM
UAL icon

Sage Asset Management’s United Airlines UAL Stock Holding History

Sage 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
2013
Q3 		$2.14M Buy
69,550
+32,400
+87% +$1.04M 1.57% 21
2013
Q2 		$1.16M Buy
+37,150
New +$1.18M 1.46% 32

Other funds holding UAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sage Asset Management's UAL Position: Q3 2013 in Review

Sage Asset Management increased its United Airlines (UAL) stake by 87% in Q3 2013, buying an estimated $1.04M and bringing the position to 69,550 shares worth $2.14M. The position accounts for 1.57% of the portfolio, ranked #21.

Sage Asset Management first reported a position in UAL in Q2 2013 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold UAL as of Q3 2013.

  • Sage Asset Management held 69,550 shares of United Airlines worth $2.14M as of Q3 2013.
  • Sage Asset Management bought 32,400 United Airlines shares in Q3 2013, an estimated $1.04M.
  • United Airlines made up 1.57% of Sage Asset Management's portfolio in Q3 2013, its #21 holding.
  • Sage Asset Management first reported a position in United Airlines in Q2 2013 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held United Airlines as of Q3 2013.

Based on Sage Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.