BIM
UAL icon

Bogle Investment Management’s United Airlines UAL Stock Holding History

Bogle 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
2017
Q1 		– Sell
-154,146
Closed -$11.2M – 383
2016
Q4 		$11.2M Buy
+154,146
New +$9.82M 0.78% 49
2016
Q1 		– Sell
-170,038
Closed -$9.74M – 457
2015
Q4 		$9.74M Buy
+170,038
New +$9.82M 0.7% 55
2015
Q2 		– Sell
-164,064
Closed -$11M – 428
2015
Q1 		$11M Buy
164,064
+7,600
+5% +$515K 0.76% 38
2014
Q4 		$10.5M Sell
156,464
-78,254
-33% -$4.33M 0.7% 52
2014
Q3 		$11M Buy
+234,718
New +$10.9M 0.71% 66

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bogle Investment Management's UAL Position: Q1 2017 in Review

Bogle Investment Management sold out of United Airlines (UAL) in Q1 2017, closing a stake of 154,146 shares — an estimated $11.2M sold.

Bogle Investment Management first reported a position in UAL in Q3 2014 and held it in 5 quarters. The position peaked at $11.2M in Q4 2016. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Bogle Investment Management reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Bogle Investment Management sold 154,146 United Airlines shares in Q1 2017, an estimated $11.2M.
  • Bogle Investment Management first reported a position in United Airlines in Q3 2014 and held it in 5 quarters.
  • Bogle Investment Management's United Airlines position peaked at $11.2M in Q4 2016.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Bogle Investment Management's 13F filing for Q1 2017, filed 12 May 2017.