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Clarus Wealth Advisors’s United Airlines UAL Stock Holding History

Clarus Wealth 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
2018
Q3 		– Sell
-512
Closed -$36K – 768
2018
Q2 		$36K Buy
+512
New +$35.6K 0.03% 334
2018
Q1 		– Sell
-5,325
Closed -$359K – 148
2017
Q4 		$359K Buy
+5,325
New +$332K 0.35% 48

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Clarus Wealth Advisors's UAL Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of United Airlines (UAL) in Q3 2018, closing a stake of 512 shares — an estimated $36K sold.

Clarus Wealth Advisors first reported a position in UAL in Q4 2017 and held it in 2 quarters. The position peaked at $359K in Q4 2017. 581 funds tracked by Wall St. Rank hold UAL as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining United Airlines position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 512 United Airlines shares in Q3 2018, an estimated $36K.
  • Clarus Wealth Advisors first reported a position in United Airlines in Q4 2017 and held it in 2 quarters.
  • Clarus Wealth Advisors's United Airlines position peaked at $359K in Q4 2017.
  • 581 funds tracked by Wall St. Rank held United Airlines as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.