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Beech Hill Advisors’s United Airlines UAL Stock Holding History

Beech Hill 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
Q2 		– Sell
-3,625
Closed -$209K – 92
2021
Q1 		$209K Sell
3,625
-1,900
-34% -$92.8K 0.09% 85
2020
Q4 		$239K Sell
5,525
-600
-10% -$24.3K 0.11% 78
2020
Q3 		$213K Hold
6,125
– – 0.11% 81
2020
Q2 		$212K Buy
+6,125
New +$184K 0.11% 79
2020
Q1 		– Sell
-5,100
Closed -$449K – 81
2019
Q4 		$449K Buy
5,100
+425
+9% +$38.1K 0.21% 59
2019
Q3 		$413K Hold
4,675
– – 0.22% 62
2019
Q2 		$409K Buy
4,675
+600
+15% +$50.8K 0.21% 63
2019
Q1 		$325K Buy
4,075
+850
+26% +$71.7K 0.2% 63
2018
Q4 		$270K Buy
3,225
+400
+14% +$35.1K 0.17% 60
2018
Q3 		$252K Buy
+2,825
New +$233K 0.13% 68
2014
Q4 		– Sell
-17,025
Closed -$797K – 143
2014
Q3 		$797K Buy
+17,025
New +$790K 0.38% 52
2014
Q1 		– Sell
-16,500
Closed -$624K – 146
2013
Q4 		$624K Buy
+16,500
New +$578K 0.32% 65

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B 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