Cornerstone Advisors (Washington)’s United Airlines UAL Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$32K	Buy	911 +75	+9%	+$2.6K	﹤0.01%	322
2020 Q2	$29K	Sell	836 -45	-5%	-$1.35K	﹤0.01%	343
2020 Q1	$28K	Buy	881 +481	+120%	+$31.8K	﹤0.01%	293
2019 Q4	$35K	Buy	400 +29	+8%	+$2.6K	﹤0.01%	289
2019 Q3	$33K	Buy	371 +44	+13%	+$3.89K	﹤0.01%	278
2019 Q2	$29K	Buy	327 +57	+21%	+$4.82K	﹤0.01%	564
2019 Q1	$22K	Buy	270 +11	+4%	+$928	﹤0.01%	587
2018 Q4	$22K	Buy	259 +19	+8%	+$1.67K	﹤0.01%	495
2018 Q3	$21K	Buy	240 +15	+7%	+$1.24K	0.01%	526
2018 Q2	$16K	Hold	225	–	–	0.01%	547
2018 Q1	$16K	Hold	225	–	–	0.01%	537
2017 Q4	$15K	Hold	225	–	–	0.01%	528
2017 Q3	$14K	Hold	225	–	–	0.01%	540
2017 Q2	$17K	Hold	225	–	–	0.01%	518
2017 Q1	$16K	Hold	225	–	–	0.01%	527
2016 Q4	$16K	Hold	225	–	–	0.01%	538
2016 Q3	$12K	Buy	+225	New	+$10.8K	0.01%	574
2016 Q2	–	Sell	-112	Closed	-$7K	–	884
2016 Q1	$7K	Sell	112 -94	-46%	-$4.99K	0.01%	503
2015 Q4	$12K	Hold	206	–	–	0.01%	415
2015 Q3	$11K	Buy	206 +168	+442%	+$9.48K	0.01%	433
2015 Q2	$2K	Hold	38	–	–	﹤0.01%	629
2015 Q1	$3K	Hold	38	–	–	﹤0.01%	547
2014 Q4	$3K	Hold	38	–	–	﹤0.01%	517
2014 Q3	$2K	Sell	38 -6	-14%	-$278	﹤0.01%	451
2014 Q2	$2K	Buy	+44	New	+$1.9K	﹤0.01%	492

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UAL Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its United Airlines (UAL) stake by 9% in Q3 2020, buying an estimated $2.6K and bringing the position to 911 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Cornerstone Advisors (Washington) first reported a position in UAL in Q2 2014 and has held it in 25 quarters since. The position peaked at $35K in Q4 2019. 473 funds tracked by Wall St. Rank hold UAL as of Q3 2020.

Cornerstone Advisors (Washington) held 911 shares of United Airlines worth $32K as of Q3 2020.
Cornerstone Advisors (Washington) bought 75 United Airlines shares in Q3 2020, an estimated $2.6K.
United Airlines made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #322 holding.
Cornerstone Advisors (Washington) first reported a position in United Airlines in Q2 2014 and has held it in 25 quarters since.
Cornerstone Advisors (Washington)'s United Airlines position peaked at $35K in Q4 2019.
473 funds tracked by Wall St. Rank held United Airlines as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.