Alpha Windward’s United Airlines UAL Stock Holding History

Alpha Windward’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
2017 Q4	–	Sell	-524	Closed	-$32K	–	457
2017 Q3	$32K	Hold	524	–	–	0.02%	350
2017 Q2	$39K	Buy	+524	New	+$39.6K	0.03%	327

Other funds holding UAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Alpha Windward's UAL Position: Q4 2017 in Review

Alpha Windward sold out of United Airlines (UAL) in Q4 2017, closing a stake of 524 shares — an estimated $32K sold.

Alpha Windward first reported a position in UAL in Q2 2017 and held it in 2 quarters. The position peaked at $39K in Q2 2017. 546 funds tracked by Wall St. Rank hold UAL as of Q4 2017.

Alpha Windward reported no remaining United Airlines position as of Q4 2017 after selling out during the quarter.
Alpha Windward sold 524 United Airlines shares in Q4 2017, an estimated $32K.
Alpha Windward first reported a position in United Airlines in Q2 2017 and held it in 2 quarters.
Alpha Windward's United Airlines position peaked at $39K in Q2 2017.
546 funds tracked by Wall St. Rank held United Airlines as of Q4 2017.

Based on Alpha Windward's 13F filing for Q4 2017, filed 18 Jan 2018.