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Fortis Advisors’s United Airlines UAL Stock Holding History

Fortis 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
2021
Q1 		– Sell
-817
Closed -$35K – 260
2020
Q4 		$35K Hold
817
– – 0.03% 120
2020
Q3 		$28K Sell
817
-51
-6% -$1.76K 0.03% 120
2020
Q2 		$30K Sell
868
-2,267
-72% -$68K 0.03% 134
2020
Q1 		$99K Buy
+3,135
New +$207K 0.07% 148
2019
Q2 		– Sell
-3,035
Closed -$242K – 359
2019
Q1 		$242K Buy
3,035
+544
+22% +$45.9K 0.13% 81
2018
Q4 		$209K Buy
+2,491
New +$219K 0.13% 73

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Fortis Advisors's UAL Position: Q1 2021 in Review

Fortis Advisors sold out of United Airlines (UAL) in Q1 2021, closing a stake of 817 shares — an estimated $35K sold.

Fortis Advisors first reported a position in UAL in Q4 2018 and held it in 6 quarters. The position peaked at $242K in Q1 2019. 576 funds tracked by Wall St. Rank hold UAL as of Q1 2021.

  • Fortis Advisors reported no remaining United Airlines position as of Q1 2021 after selling out during the quarter.
  • Fortis Advisors sold 817 United Airlines shares in Q1 2021, an estimated $35K.
  • Fortis Advisors first reported a position in United Airlines in Q4 2018 and held it in 6 quarters.
  • Fortis Advisors's United Airlines position peaked at $242K in Q1 2019.
  • 576 funds tracked by Wall St. Rank held United Airlines as of Q1 2021.

Based on Fortis Advisors's 13F filing for Q1 2021, filed 13 May 2021.