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Alera Investment Advisors’s United Airlines UAL Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-809
Closed -$65K – 948
2019
Q1 		$65K Sell
809
-22
-3% -$1.86K 0.03% 137
2018
Q4 		$70K Buy
+831
New +$73K 0.04% 144

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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Alera Investment Advisors's UAL Position: Q2 2019 in Review

Alera Investment Advisors sold out of United Airlines (UAL) in Q2 2019, closing a stake of 809 shares — an estimated $65K sold.

Alera Investment Advisors first reported a position in UAL in Q4 2018 and held it in 2 quarters. The position peaked at $70K in Q4 2018. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

  • Alera Investment Advisors reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 809 United Airlines shares in Q2 2019, an estimated $65K.
  • Alera Investment Advisors first reported a position in United Airlines in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's United Airlines position peaked at $70K in Q4 2018.
  • 577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.