Aperio Group’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$5.89M Buy
136,138
+5,854
+4% +$253K 0.02% 755
2020
Q3
$4.53M Buy
130,284
+18,779
+17% +$653K 0.02% 775
2020
Q2
$3.86M Sell
111,505
-8,177
-7% -$283K 0.01% 822
2020
Q1
$3.78M Sell
119,682
-30,763
-20% -$971K 0.02% 766
2019
Q4
$13.3M Sell
150,445
-6,162
-4% -$543K 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% +$662K 0.05% 390
2019
Q1
$11.4M Sell
143,023
-2,370
-2% -$189K 0.05% 415
2018
Q4
$12.2M Buy
145,393
+5,910
+4% +$495K 0.06% 346
2018
Q3
$12.4M Buy
139,483
+2,823
+2% +$251K 0.05% 373
2018
Q2
$9.53M Sell
136,660
-1,201
-0.9% -$83.7K 0.05% 452
2018
Q1
$9.58M Buy
137,861
+795
+0.6% +$55.2K 0.05% 432
2017
Q4
$9.24M Sell
137,066
-5,345
-4% -$360K 0.05% 444
2017
Q3
$8.67M Sell
142,411
-9,235
-6% -$562K 0.05% 425
2017
Q2
$11.4M Buy
151,646
+12,135
+9% +$913K 0.07% 337
2017
Q1
$9.86M Sell
139,511
-2,888
-2% -$204K 0.07% 344
2016
Q4
$10.4M Sell
142,399
-6,226
-4% -$454K 0.08% 290
2016
Q3
$7.8M Buy
148,625
+30,453
+26% +$1.6M 0.06% 390
2016
Q2
$4.85M Buy
118,172
+23,281
+25% +$955K 0.04% 518
2016
Q1
$5.68M Buy
94,891
+11,789
+14% +$706K 0.05% 433
2015
Q4
$4.76M Buy
83,102
+17,416
+27% +$998K 0.04% 467
2015
Q3
$3.49M Buy
65,686
+20,014
+44% +$1.06M 0.04% 551
2015
Q2
$2.42M Buy
45,672
+4,559
+11% +$242K 0.03% 657
2015
Q1
$2.77M Buy
41,113
+3,958
+11% +$266K 0.03% 570
2014
Q4
$2.49M Buy
37,155
+2,953
+9% +$198K 0.03% 579
2014
Q3
$1.6M Buy
34,202
+3,775
+12% +$177K 0.02% 672
2014
Q2
$1.25M Buy
30,427
+1,795
+6% +$73.7K 0.02% 758
2014
Q1
$1.28M Buy
+28,632
New +$1.28M 0.02% 883
2013
Q4
Sell
-22,734
Closed -$698K 970
2013
Q3
$698K Buy
22,734
+1,981
+10% +$60.8K 0.01% 997
2013
Q2
$649K Buy
+20,753
New +$649K 0.02% 930