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Fort Sheridan Advisors’s United Airlines UAL Stock Holding History

Fort Sheridan Advisors’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
Q2 		– Sell
-6,665
Closed -$210K – 121
2020
Q1 		$210K Sell
6,665
-847
-11% -$56K 0.15% 78
2019
Q4 		$662K Buy
7,512
+500
+7% +$44.9K 0.36% 40
2019
Q3 		$620K Hold
7,012
– – 0.35% 40
2019
Q2 		$614K Buy
7,012
+600
+9% +$50.8K 0.36% 42
2019
Q1 		$512K Buy
6,412
+512
+9% +$43.2K 0.34% 42
2018
Q4 		$494K Buy
+5,900
New +$518K 0.35% 38

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.45B AUM 28.5% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fort Sheridan Advisors's UAL Position: Q2 2020 in Review

Fort Sheridan Advisors sold out of United Airlines (UAL) in Q2 2020, closing a stake of 6,665 shares — an estimated $210K sold.

Fort Sheridan Advisors first reported a position in UAL in Q4 2018 and held it in 6 quarters. The position peaked at $662K in Q4 2019. 465 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Fort Sheridan Advisors reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Fort Sheridan Advisors sold 6,665 United Airlines shares in Q2 2020, an estimated $210K.
  • Fort Sheridan Advisors first reported a position in United Airlines in Q4 2018 and held it in 6 quarters.
  • Fort Sheridan Advisors's United Airlines position peaked at $662K in Q4 2019.
  • 465 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Fort Sheridan Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.