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Crystal Rock Capital Management’s United Airlines UAL Stock Holding History

Crystal Rock Capital 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
Q4 		– Sell
-46,437
Closed -$2.83M – 32
2017
Q3 		$2.83M Sell
46,437
-70,050
-60% -$4.67M 1.88% 21
2017
Q2 		$8.77M Sell
116,487
-4,775
-4% -$361K 5.66% 5
2017
Q1 		$8.57M Sell
121,262
-46,485
-28% -$3.36M 5.47% 6
2016
Q4 		$12.2M Sell
167,747
-6,000
-3% -$382K 8.03% 1
2016
Q3 		$9.12M Hold
173,747
– – 6.14% 4
2016
Q2 		$7.13M Sell
173,747
-15,000
-8% -$710K 5.28% 6
2016
Q1 		$11.3M Buy
188,747
+8,560
+5% +$455K 7.36% 4
2015
Q4 		$10.3M Buy
180,187
+31,900
+22% +$1.84M 7.55% 4
2015
Q3 		$7.87M Buy
148,287
+9,000
+6% +$508K 5.93% 5
2015
Q2 		$7.38M Sell
139,287
-7,600
-5% -$440K 5.58% 6
2015
Q1 		$9.88M Hold
146,887
– – 7% 2
2014
Q4 		$9.82M Buy
146,887
+6,843
+5% +$379K 6.95% 1
2014
Q3 		$6.55M Sell
140,044
-29,645
-17% -$1.38M 4.92% 8
2014
Q2 		$6.97M Sell
169,689
-34,360
-17% -$1.48M 4.91% 9
2014
Q1 		$9.11M Sell
204,049
-9,071
-4% -$408K 5.48% 6
2013
Q4 		$8.06M Buy
213,120
+19,660
+10% +$689K 4.78% 8
2013
Q3 		$5.94M Buy
193,460
+11,710
+6% +$377K 3.82% 14
2013
Q2 		$5.69M Buy
+181,750
New +$5.78M 3.93% 12

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Crystal Rock Capital Management's UAL Position: Q4 2017 in Review

Crystal Rock Capital Management sold out of United Airlines (UAL) in Q4 2017, closing a stake of 46,437 shares — an estimated $2.83M sold.

Crystal Rock Capital Management first reported a position in UAL in Q2 2013 and held it in 18 quarters. The position peaked at $12.2M in Q4 2016. 546 funds tracked by Wall St. Rank hold UAL as of Q4 2017.

  • Crystal Rock Capital Management reported no remaining United Airlines position as of Q4 2017 after selling out during the quarter.
  • Crystal Rock Capital Management sold 46,437 United Airlines shares in Q4 2017, an estimated $2.83M.
  • Crystal Rock Capital Management first reported a position in United Airlines in Q2 2013 and held it in 18 quarters.
  • Crystal Rock Capital Management's United Airlines position peaked at $12.2M in Q4 2016.
  • 546 funds tracked by Wall St. Rank held United Airlines as of Q4 2017.

Based on Crystal Rock Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.