CSat Investment Advisory’s United Airlines UAL Stock Holding History

CSat Investment Advisory’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
2021 Q1	$47K	Sell	817 -37	-4%	-$1.81K	0.04%	209
2020 Q4	$37K	Sell	854 -4,263	-83%	-$172K	0.03%	221
2020 Q3	$178K	Sell	5,117 -3,463	-40%	-$120K	0.02%	298
2020 Q2	$297K	Buy	8,580 +2,584	+43%	+$77.5K	0.04%	241
2020 Q1	$190K	Buy	5,996 +1,017	+20%	+$67.2K	0.04%	247
2019 Q4	$438K	Buy	4,979 +806	+19%	+$72.3K	0.12%	163
2019 Q3	$369K	Buy	4,173 +3,568	+590%	+$315K	0.12%	167
2019 Q2	$53K	Buy	605 +415	+218%	+$35.1K	0.02%	485
2019 Q1	$15K	Buy	190 +46	+32%	+$3.88K	0.01%	373
2018 Q4	$12K	Buy	144 +26	+22%	+$2.28K	0.01%	390
2018 Q3	$11K	Sell	118 -32	-21%	-$2.64K	0.01%	351
2018 Q2	$10K	Buy	+150	New	+$10.4K	0.01%	353

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USGIU

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

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

PCM

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

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

ACM

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

CSat Investment Advisory's UAL Position: Q1 2021 in Review

CSat Investment Advisory reduced its United Airlines (UAL) stake by 4.3% in Q1 2021, selling an estimated $1.81K and leaving 817 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #209.

CSat Investment Advisory first reported a position in UAL in Q2 2018 and has held it in 12 quarters since. The position peaked at $438K in Q4 2019. 577 funds tracked by Wall St. Rank hold UAL as of Q1 2021.

CSat Investment Advisory held 817 shares of United Airlines worth $47K as of Q1 2021.
CSat Investment Advisory sold 37 United Airlines shares in Q1 2021, an estimated $1.81K.
United Airlines made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #209 holding.
CSat Investment Advisory first reported a position in United Airlines in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's United Airlines position peaked at $438K in Q4 2019.
577 funds tracked by Wall St. Rank held United Airlines as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.