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Dalton Investments’s United Airlines UAL Stock Holding History

Dalton Investments’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
Q4 		– Sell
-15,297
Closed -$728K – 23
2021
Q3 		$728K Hold
15,297
– – 0.53% 14
2021
Q2 		$800K Hold
15,297
– – 0.44% 20
2021
Q1 		$880K Sell
15,297
-29,318
-66% -$1.43M 0.48% 24
2020
Q4 		$1.93M Sell
44,615
-9,541
-18% -$386K 0.95% 21
2020
Q3 		$1.88M Hold
54,156
– – 1.24% 20
2020
Q2 		$1.87M Hold
54,156
– – 1.36% 17
2020
Q1 		$1.71M Buy
+54,156
New +$3.58M 1.32% 18

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dalton Investments's UAL Position: Q4 2021 in Review

Dalton Investments sold out of United Airlines (UAL) in Q4 2021, closing a stake of 15,297 shares — an estimated $728K sold.

Dalton Investments first reported a position in UAL in Q1 2020 and held it in 7 quarters. The position peaked at $1.93M in Q4 2020. 541 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Dalton Investments reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Dalton Investments sold 15,297 United Airlines shares in Q4 2021, an estimated $728K.
  • Dalton Investments first reported a position in United Airlines in Q1 2020 and held it in 7 quarters.
  • Dalton Investments's United Airlines position peaked at $1.93M in Q4 2020.
  • 541 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Dalton Investments's 13F filing for Q4 2021, filed 14 Feb 2022.