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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 – 1075
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 $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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return