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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 – 265
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 – 362
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

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Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return