ER
UAL icon

Enlightenment Research’s United Airlines UAL Stock Holding History

Enlightenment Research’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
Q3 		– Sell
-20,300
Closed -$1.06M – 203
2021
Q2 		$1.06M Buy
+20,300
New +$1.13M 1.35% 18
2021
Q1 		– Sell
-6,100
Closed -$264K – 192
2020
Q4 		$264K Buy
+6,100
New +$247K 0.37% 69
2020
Q2 		– Sell
-8,400
Closed -$517K – 194
2020
Q1 		$517K Buy
+8,400
New +$555K 0.55% 37
2019
Q3 		– Sell
-11,300
Closed -$939K – 270
2019
Q2 		$939K Buy
+11,300
New +$956K 0.48% 48
2019
Q1 		– Sell
-4,691
Closed -$393K – 643
2018
Q4 		$393K Buy
+4,691
New +$412K 0.49% 35

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 $5.7T 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 $858M AUM 47.1% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return