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 |
|