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Baron Silver Stevens Financial Advisors’s United Airlines UAL Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-3
Closed – – 436
2020
Q4 		$0 Buy
+3
New +$121 ﹤0.01% 525

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's UAL Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of United Airlines (UAL) in Q1 2021, closing a stake of 3 shares.

Baron Silver Stevens Financial Advisors first reported a position in UAL in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 576 funds tracked by Wall St. Rank hold UAL as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining United Airlines position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 3 United Airlines shares in Q1 2021.
  • Baron Silver Stevens Financial Advisors first reported a position in United Airlines in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's United Airlines position peaked at $0 in Q4 2020.
  • 576 funds tracked by Wall St. Rank held United Airlines as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.