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Aperio Group’s United Airlines UAL Stock Holding History

Aperio 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
2020
Q4 		$5.89M Buy
136,138
+5,854
+4% +$237K 0.02% 755
2020
Q3 		$4.53M Buy
130,284
+18,779
+17% +$650K 0.02% 775
2020
Q2 		$3.86M Sell
111,505
-8,177
-7% -$245K 0.01% 822
2020
Q1 		$3.78M Sell
119,682
-30,763
-20% -$2.03M 0.02% 766
2019
Q4 		$13.3M Sell
150,445
-6,162
-4% -$553K 0.05% 415
2019
Q3 		$13.8M Buy
156,607
+6,022
+4% +$532K 0.05% 381
2019
Q2 		$13.2M Buy
150,585
+7,562
+5% +$640K 0.05% 390
2019
Q1 		$11.4M Sell
143,023
-2,370
-2% -$200K 0.05% 415
2018
Q4 		$12.2M Buy
145,393
+5,910
+4% +$519K 0.06% 346
2018
Q3 		$12.4M Buy
139,483
+2,823
+2% +$233K 0.05% 373
2018
Q2 		$9.53M Sell
136,660
-1,201
-0.9% -$83.5K 0.05% 452
2018
Q1 		$9.58M Buy
137,861
+795
+0.6% +$54.9K 0.05% 432
2017
Q4 		$9.24M Sell
137,066
-5,345
-4% -$333K 0.05% 444
2017
Q3 		$8.67M Sell
142,411
-9,235
-6% -$615K 0.05% 425
2017
Q2 		$11.4M Buy
151,646
+12,135
+9% +$916K 0.07% 337
2017
Q1 		$9.86M Sell
139,511
-2,888
-2% -$209K 0.07% 344
2016
Q4 		$10.4M Sell
142,399
-6,226
-4% -$397K 0.08% 290
2016
Q3 		$7.8M Buy
148,625
+30,453
+26% +$1.47M 0.06% 390
2016
Q2 		$4.85M Buy
118,172
+23,281
+25% +$1.1M 0.04% 518
2016
Q1 		$5.68M Buy
94,891
+11,789
+14% +$626K 0.05% 433
2015
Q4 		$4.76M Buy
83,102
+17,416
+27% +$1.01M 0.04% 467
2015
Q3 		$3.48M Buy
65,686
+20,014
+44% +$1.13M 0.04% 551
2015
Q2 		$2.42M Buy
45,672
+4,559
+11% +$264K 0.03% 657
2015
Q1 		$2.77M Buy
41,113
+3,958
+11% +$268K 0.03% 570
2014
Q4 		$2.48M Buy
37,155
+2,953
+9% +$164K 0.03% 579
2014
Q3 		$1.6M Buy
34,202
+3,775
+12% +$175K 0.02% 672
2014
Q2 		$1.25M Buy
30,427
+1,795
+6% +$77.4K 0.02% 758
2014
Q1 		$1.28M Buy
+28,632
New +$1.29M 0.02% 883
2013
Q4 		– Sell
-22,734
Closed -$796K – 970
2013
Q3 		$698K Buy
22,734
+1,981
+10% +$63.8K 0.01% 997
2013
Q2 		$649K Buy
+20,753
New +$660K 0.02% 930

Other funds holding UAL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group's UAL Position: Q4 2020 in Review

Aperio Group increased its United Airlines (UAL) stake by 4.5% in Q4 2020, buying an estimated $237K and bringing the position to 136,138 shares worth $5.89M. The position accounts for 0.02% of the portfolio, ranked #755.

Aperio Group first reported a position in UAL in Q2 2013 and has held it in 30 quarters since. The position peaked at $13.8M in Q3 2019. 552 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

  • Aperio Group held 136,138 shares of United Airlines worth $5.89M as of Q4 2020.
  • Aperio Group bought 5,854 United Airlines shares in Q4 2020, an estimated $237K.
  • United Airlines made up 0.02% of Aperio Group's portfolio in Q4 2020, its #755 holding.
  • Aperio Group first reported a position in United Airlines in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's United Airlines position peaked at $13.8M in Q3 2019.
  • 552 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.