Sumit Capital’s United Airlines UAL Stock Holding History

Sumit Capital’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	-4,340	Closed	-$203K	–	71
2014 Q3	$203K	Buy	+4,340	New	+$201K	0.8%	55

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

Sumit Capital's UAL Position: Q4 2014 in Review

Sumit Capital sold out of United Airlines (UAL) in Q4 2014, closing a stake of 4,340 shares — an estimated $203K sold.

Sumit Capital first reported a position in UAL in Q3 2014 and held it in 1 quarter. The position peaked at $203K in Q3 2014. 473 funds tracked by Wall St. Rank hold UAL as of Q4 2014.

Sumit Capital reported no remaining United Airlines position as of Q4 2014 after selling out during the quarter.
Sumit Capital sold 4,340 United Airlines shares in Q4 2014, an estimated $203K.
Sumit Capital first reported a position in United Airlines in Q3 2014 and held it in 1 quarter.
Sumit Capital's United Airlines position peaked at $203K in Q3 2014.
473 funds tracked by Wall St. Rank held United Airlines as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.