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Aureus Asset Management’s United Airlines UAL Stock Holding History

Aureus Asset 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
2017
Q3 		– Sell
-4,000
Closed -$301K – 184
2017
Q2 		$301K Buy
+4,000
New +$302K 0.05% 129

Other funds holding UAL

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Aureus Asset Management's UAL Position: Q3 2017 in Review

Aureus Asset Management sold out of United Airlines (UAL) in Q3 2017, closing a stake of 4,000 shares — an estimated $301K sold.

Aureus Asset Management first reported a position in UAL in Q2 2017 and held it in 1 quarter. The position peaked at $301K in Q2 2017. 539 funds tracked by Wall St. Rank hold UAL as of Q3 2017.

  • Aureus Asset Management reported no remaining United Airlines position as of Q3 2017 after selling out during the quarter.
  • Aureus Asset Management sold 4,000 United Airlines shares in Q3 2017, an estimated $301K.
  • Aureus Asset Management first reported a position in United Airlines in Q2 2017 and held it in 1 quarter.
  • Aureus Asset Management's United Airlines position peaked at $301K in Q2 2017.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q3 2017.

Based on Aureus Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.