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Geneva Advisors’s United Airlines UAL Stock Holding History

Geneva 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
2017
Q2 		– Sell
-4,189
Closed -$296K – 792
2017
Q1 		$296K Sell
4,189
-25,464
-86% -$1.84M 0.01% 594
2016
Q4 		$2.16M Buy
29,653
+117
+0.4% +$7.46K 0.04% 195
2016
Q3 		$1.55M Sell
29,536
-19,925
-40% -$959K 0.03% 240
2016
Q2 		$2.03M Buy
49,461
+21,325
+76% +$1.01M 0.04% 194
2016
Q1 		$1.68M Sell
28,136
-31,548
-53% -$1.68M 0.03% 217
2015
Q4 		$3.42M Buy
+59,684
New +$3.45M 0.07% 135

Other funds holding UAL

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geneva Advisors's UAL Position: Q2 2017 in Review

Geneva Advisors sold out of United Airlines (UAL) in Q2 2017, closing a stake of 4,189 shares — an estimated $296K sold.

Geneva Advisors first reported a position in UAL in Q4 2015 and held it in 6 quarters. The position peaked at $3.42M in Q4 2015. 597 funds tracked by Wall St. Rank hold UAL as of Q2 2017.

  • Geneva Advisors reported no remaining United Airlines position as of Q2 2017 after selling out during the quarter.
  • Geneva Advisors sold 4,189 United Airlines shares in Q2 2017, an estimated $296K.
  • Geneva Advisors first reported a position in United Airlines in Q4 2015 and held it in 6 quarters.
  • Geneva Advisors's United Airlines position peaked at $3.42M in Q4 2015.
  • 597 funds tracked by Wall St. Rank held United Airlines as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.