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Advisor Group’s United Airlines UAL Stock Holding History

Advisor Group’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
2019
Q4 		$265K Sell
3,008
-1,011
-25% -$90.7K ﹤0.01% 2177
2019
Q3 		$355K Sell
4,019
-244
-6% -$21.6K ﹤0.01% 1876
2019
Q2 		$373K Buy
4,263
+1,612
+61% +$136K ﹤0.01% 1822
2019
Q1 		$212K Sell
2,651
-2,728
-51% -$230K ﹤0.01% 2242
2018
Q4 		$451K Sell
5,379
-180
-3% -$15.8K ﹤0.01% 1478
2018
Q3 		$495K Sell
5,559
-659
-11% -$54.4K 0.01% 1477
2018
Q2 		$432K Buy
6,218
+1,797
+41% +$125K 0.01% 1419
2018
Q1 		$306K Sell
4,421
-4,784
-52% -$331K ﹤0.01% 1678
2017
Q4 		$619K Buy
9,205
+1,386
+18% +$86.4K 0.01% 1190
2017
Q3 		$476K Buy
7,819
+3,992
+104% +$266K 0.01% 1235
2017
Q2 		$288K Sell
3,827
-1,471
-28% -$111K 0.01% 1513
2017
Q1 		$372K Buy
5,298
+2,927
+123% +$212K 0.01% 1245
2016
Q4 		$173K Buy
2,371
+293
+14% +$18.7K ﹤0.01% 1661
2016
Q3 		$109K Sell
2,078
-2,294
-52% -$110K ﹤0.01% 1944
2016
Q2 		$176K Buy
+4,372
New +$207K ﹤0.01% 1548

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Advisor Group's UAL Position: Q4 2019 in Review

Advisor Group reduced its United Airlines (UAL) stake by 25% in Q4 2019, selling an estimated $90.7K and leaving 3,008 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Advisor Group first reported a position in UAL in Q2 2016 and has held it in 15 quarters since. The position peaked at $619K in Q4 2017. 602 funds tracked by Wall St. Rank hold UAL as of Q4 2019.

  • Advisor Group held 3,008 shares of United Airlines worth $265K as of Q4 2019.
  • Advisor Group sold 1,011 United Airlines shares in Q4 2019, an estimated $90.7K.
  • United Airlines made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2177 holding.
  • Advisor Group first reported a position in United Airlines in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's United Airlines position peaked at $619K in Q4 2017.
  • 602 funds tracked by Wall St. Rank held United Airlines as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.