Advisory Alpha’s United Airlines UAL Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-320	Closed	-$12K	–	610
2020 Q3	$12K	Buy	+320	New	+$11.1K	﹤0.01%	404
2019 Q4	–	Sell	-9	Closed	-$778	–	922
2019 Q3	$778	Buy	+9	New	+$795	﹤0.01%	758
2019 Q2	–	Sell	-4	Closed	-$336	–	603
2019 Q1	$336	Buy	+4	New	+$338	﹤0.01%	712

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Alpha's UAL Position: Q4 2020 in Review

Advisory Alpha sold out of United Airlines (UAL) in Q4 2020, closing a stake of 320 shares — an estimated $12K sold.

Advisory Alpha first reported a position in UAL in Q1 2019 and held it in 3 quarters. The position peaked at $12K in Q3 2020. 551 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

Advisory Alpha reported no remaining United Airlines position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 320 United Airlines shares in Q4 2020, an estimated $12K.
Advisory Alpha first reported a position in United Airlines in Q1 2019 and held it in 3 quarters.
Advisory Alpha's United Airlines position peaked at $12K in Q3 2020.
551 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.