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Executive Wealth Management’s United Airlines UAL Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-13
Closed -$1K – 745
2019
Q2 		$1K Hold
13
– – ﹤0.01% 874
2019
Q1 		$1K Sell
13
-24
-65% -$2.03K ﹤0.01% 810
2018
Q4 		$3K Buy
+37
New +$3.25K ﹤0.01% 744

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Executive Wealth Management's UAL Position: Q3 2019 in Review

Executive Wealth Management sold out of United Airlines (UAL) in Q3 2019, closing a stake of 13 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in UAL in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 578 funds tracked by Wall St. Rank hold UAL as of Q3 2019.

  • Executive Wealth Management reported no remaining United Airlines position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 13 United Airlines shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in United Airlines in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's United Airlines position peaked at $3K in Q4 2018.
  • 578 funds tracked by Wall St. Rank held United Airlines as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.