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Capital Bank & Trust’s United Airlines UAL Stock Holding History

Capital Bank & Trust’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
2019
Q3 		– Sell
-34
Closed -$3K – 854
2019
Q2 		$3K Hold
34
– – ﹤0.01% 626
2019
Q1 		$3K Sell
34
-75
-69% -$6.33K ﹤0.01% 639
2018
Q4 		$9K Hold
109
– – ﹤0.01% 576
2018
Q3 		$10K Hold
109
– – ﹤0.01% 665
2018
Q2 		$8K Hold
109
– – ﹤0.01% 555
2018
Q1 		$8K Hold
109
– – ﹤0.01% 536
2017
Q4 		$7K Sell
109
-83
-43% -$5.17K ﹤0.01% 586
2017
Q3 		$12K Hold
192
– – ﹤0.01% 502
2017
Q2 		$14K Buy
+192
New +$14.5K ﹤0.01% 445

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Bank & Trust's UAL Position: Q3 2019 in Review

Capital Bank & Trust sold out of United Airlines (UAL) in Q3 2019, closing a stake of 34 shares — an estimated $3K sold.

Capital Bank & Trust first reported a position in UAL in Q2 2017 and held it in 9 quarters. The position peaked at $14K in Q2 2017. 579 funds tracked by Wall St. Rank hold UAL as of Q3 2019.

  • Capital Bank & Trust reported no remaining United Airlines position as of Q3 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 34 United Airlines shares in Q3 2019, an estimated $3K.
  • Capital Bank & Trust first reported a position in United Airlines in Q2 2017 and held it in 9 quarters.
  • Capital Bank & Trust's United Airlines position peaked at $14K in Q2 2017.
  • 579 funds tracked by Wall St. Rank held United Airlines as of Q3 2019.

Based on Capital Bank & Trust's 13F filing for Q3 2019, filed 14 Nov 2019.