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UBS’s United Airlines UAL Stock Holding History

UBS’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
Q3 		$36.4M Buy
777,400
+63,600
+9% +$2.95M 0.03% 641
2014
Q2 		$29.3M Buy
713,800
+699,900
+5,035% +$30.2M 0.02% 682
2014
Q1 		$620K Sell
13,900
-465,600
-97% -$20.9M ﹤0.01% 4004
2013
Q4 		$18.1M Sell
479,500
-8,900
-2% -$312K 0.02% 864
2013
Q3 		$15M Buy
488,400
+274,600
+128% +$8.84M 0.02% 859
2013
Q2 		$6.69M Buy
+213,800
New +$6.8M 0.01% 1357

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

UBS's UAL Position: Q3 2014 in Review

UBS increased its United Airlines (UAL) stake by 44% in Q3 2014, buying an estimated $17.2M and bringing the position to 1,214,982 shares worth $56.8M. The position accounts for 0.04% of the portfolio, ranked #458.

UBS first reported a position in UAL in Q2 2013 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold UAL as of Q3 2014.

  • UBS held 1,214,982 shares of United Airlines worth $56.8M as of Q3 2014.
  • UBS bought 371,401 United Airlines shares in Q3 2014, an estimated $17.2M.
  • United Airlines made up 0.04% of UBS's portfolio in Q3 2014, its #458 holding.
  • UBS first reported a position in United Airlines in Q2 2013 and has held it in 6 quarters since.
  • 407 funds tracked by Wall St. Rank held United Airlines as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.