FPFS
UAL icon

First Personal Financial Services’s United Airlines UAL Stock Holding History

First Personal Financial Services’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
-12
Closed -$1K – 516
2019
Q4 		$1K Hold
12
– – ﹤0.01% 497
2019
Q3 		$1K Hold
12
– – ﹤0.01% 515
2019
Q2 		$1K Buy
+12
New +$1.02K ﹤0.01% 764
2018
Q1 		– Sell
-100
Closed -$7K – 1074
2017
Q4 		$7K Hold
100
– – ﹤0.01% 859
2017
Q3 		$6K Sell
100
-20
-17% -$1.33K ﹤0.01% 772
2017
Q2 		$9K Sell
120
-251
-68% -$19K ﹤0.01% 733
2017
Q1 		$26K Buy
371
+271
+271% +$19.6K 0.01% 524
2016
Q4 		$7K Buy
100
+40
+67% +$2.55K ﹤0.01% 792
2016
Q3 		$3K Buy
60
+10
+20% +$481 ﹤0.01% 749
2016
Q2 		$2K Buy
+50
New +$2.37K ﹤0.01% 768

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

First Personal Financial Services's UAL Position: Q1 2020 in Review

First Personal Financial Services sold out of United Airlines (UAL) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in UAL in Q2 2016 and held it in 10 quarters. The position peaked at $26K in Q1 2017. 524 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • First Personal Financial Services reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 12 United Airlines shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in United Airlines in Q2 2016 and held it in 10 quarters.
  • First Personal Financial Services's United Airlines position peaked at $26K in Q1 2017.
  • 524 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.