Gideon Capital Advisors’s United Airlines UAL Stock Holding History

Gideon Capital 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 Q1	–	Sell	-32,101	Closed	-$2.83M	–	201
2019 Q4	$2.83M	Buy	+32,101	New	+$2.88M	0.97%	12
2019 Q3	–	Sell	-30,338	Closed	-$2.66M	–	405
2019 Q2	$2.66M	Buy	30,338 +20,835	+219%	+$1.76M	0.92%	20
2019 Q1	$758K	Sell	9,503 -18,075	-66%	-$1.53M	0.27%	97
2018 Q4	$2.31M	Buy	+27,578	New	+$2.42M	0.94%	12
2017 Q3	–	Sell	-13,595	Closed	-$1.02M	–	378
2017 Q2	$1.02M	Buy	+13,595	New	+$1.03M	1.13%	4
2016 Q1	–	Sell	-18,920	Closed	-$1.08M	–	235
2015 Q4	$1.08M	Sell	18,920 -40,420	-68%	-$2.33M	0.79%	47
2015 Q3	$3.15M	Buy	+59,340	New	+$3.35M	1.84%	3
2014 Q4	–	Sell	-10,237	Closed	-$479K	–	309
2014 Q3	$479K	Sell	10,237 -46,113	-82%	-$2.14M	0.19%	155
2014 Q2	$2.31M	Sell	56,350 -9,369	-14%	-$404K	0.84%	31
2014 Q1	$2.93M	Buy	65,719 +40,173	+157%	+$1.81M	1.63%	8
2013 Q4	$966K	Buy	+25,546	New	+$895K	0.57%	64

Other funds holding UAL

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Gideon Capital Advisors's UAL Position: Q1 2020 in Review

Gideon Capital Advisors sold out of United Airlines (UAL) in Q1 2020, closing a stake of 32,101 shares — an estimated $2.83M sold.

Gideon Capital Advisors first reported a position in UAL in Q4 2013 and held it in 11 quarters. The position peaked at $3.15M in Q3 2015. 524 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

Gideon Capital Advisors reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 32,101 United Airlines shares in Q1 2020, an estimated $2.83M.
Gideon Capital Advisors first reported a position in United Airlines in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's United Airlines position peaked at $3.15M in Q3 2015.
524 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.