Ellevest Inc’s United Airlines UAL Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-20	Closed	-$2K	–	1301
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	698
2019 Q3	$2K	Buy	+20	New	+$1.77K	﹤0.01%	354

Other funds holding UAL

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ellevest Inc's UAL Position: Q1 2020 in Review

Ellevest Inc sold out of United Airlines (UAL) in Q1 2020, closing a stake of 20 shares — an estimated $2K sold.

Ellevest Inc first reported a position in UAL in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

Ellevest Inc reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
Ellevest Inc sold 20 United Airlines shares in Q1 2020, an estimated $2K.
Ellevest Inc first reported a position in United Airlines in Q3 2019 and held it in 2 quarters.
Ellevest Inc's United Airlines position peaked at $2K in Q4 2019.
523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.