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Calvert Investment Management’s United Airlines UAL Stock Holding History

Calvert 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
-23,748
Closed -$1.73M – 578
2016
Q4 		$1.73M Buy
+23,748
New +$1.51M 0.06% 307
2015
Q4 		– Sell
-18,185
Closed -$965K – 742
2015
Q3 		$965K Buy
18,185
+3,292
+22% +$186K 0.05% 228
2015
Q2 		$789K Buy
+14,893
New +$862K 0.03% 280

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

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

Calvert Investment Management sold out of United Airlines (UAL) in Q1 2017, closing a stake of 23,748 shares — an estimated $1.73M sold.

Calvert Investment Management first reported a position in UAL in Q2 2015 and held it in 3 quarters. The position peaked at $1.73M in Q4 2016. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Calvert Investment Management reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 23,748 United Airlines shares in Q1 2017, an estimated $1.73M.
  • Calvert Investment Management first reported a position in United Airlines in Q2 2015 and held it in 3 quarters.
  • Calvert Investment Management's United Airlines position peaked at $1.73M in Q4 2016.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.