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Assured Investment Management’s United Airlines UAL Stock Holding History

Assured Investment Management’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
-21,449
Closed -$1.71M – 800
2019
Q1 		$1.71M Sell
21,449
-84,170
-80% -$7.1M 0.02% 291
2018
Q4 		$8.84M Buy
+105,619
New +$9.28M 0.25% 81
2018
Q3 		– Sell
-1,468
Closed -$102K – 1290
2018
Q2 		$102K Buy
+1,468
New +$102K ﹤0.01% 1079
2018
Q1 		– Sell
-54,825
Closed -$3.69M – 1242
2017
Q4 		$3.69M Sell
54,825
-13,930
-20% -$868K 0.07% 279
2017
Q3 		$4.19M Sell
68,755
-18,453
-21% -$1.23M 0.09% 224
2017
Q2 		$6.56M Buy
87,208
+19,428
+29% +$1.47M 0.14% 108
2017
Q1 		$4.79M Sell
67,780
-11,046
-14% -$798K 0.1% 107
2016
Q4 		$5.75M Sell
78,826
-12,518
-14% -$798K 0.11% 106
2016
Q3 		$4.79M Buy
91,344
+3,529
+4% +$170K 0.11% 103
2016
Q2 		$3.6M Buy
87,815
+61,949
+239% +$2.93M 0.08% 99
2016
Q1 		$1.55M Buy
25,866
+18,310
+242% +$972K 0.03% 146
2015
Q4 		$433K Buy
7,556
+5,320
+238% +$307K 0.01% 334
2015
Q3 		$119K Buy
+2,236
New +$126K ﹤0.01% 544
2015
Q2 		– Sell
-11,028
Closed -$742K – 732
2015
Q1 		$742K Buy
+11,028
New +$747K 0.01% 195

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Assured Investment Management's UAL Position: Q2 2019 in Review

Assured Investment Management sold out of United Airlines (UAL) in Q2 2019, closing a stake of 21,449 shares — an estimated $1.71M sold.

Assured Investment Management first reported a position in UAL in Q1 2015 and held it in 14 quarters. The position peaked at $8.84M in Q4 2018. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

  • Assured Investment Management reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 21,449 United Airlines shares in Q2 2019, an estimated $1.71M.
  • Assured Investment Management first reported a position in United Airlines in Q1 2015 and held it in 14 quarters.
  • Assured Investment Management's United Airlines position peaked at $8.84M in Q4 2018.
  • 577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.