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Gerstein Fisher’s United Airlines UAL Stock Holding History

Gerstein Fisher’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
2016
Q3 		$707K Sell
13,475
-76
-0.6% -$3.66K 0.09% 198
2016
Q2 		$556K Buy
13,551
+9,627
+245% +$456K 0.07% 223
2016
Q1 		$235K Buy
+3,924
New +$208K 0.03% 348

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 $127B AUM 44.11% 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
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gerstein Fisher's UAL Position: Q3 2016 in Review

Gerstein Fisher reduced its United Airlines (UAL) stake by 0.56% in Q3 2016, selling an estimated $3.66K and leaving 13,475 shares worth $707K. The position accounts for 0.09% of the portfolio, ranked #198.

Gerstein Fisher first reported a position in UAL in Q1 2016 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold UAL as of Q3 2016.

  • Gerstein Fisher held 13,475 shares of United Airlines worth $707K as of Q3 2016.
  • Gerstein Fisher sold 76 United Airlines shares in Q3 2016, an estimated $3.66K.
  • United Airlines made up 0.09% of Gerstein Fisher's portfolio in Q3 2016, its #198 holding.
  • Gerstein Fisher first reported a position in United Airlines in Q1 2016 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.