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H2O AM’s United Airlines UAL Stock Holding History

H2O AM’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
Q2 		– Sell
-2,600
Closed -$82K – 172
2020
Q1 		$82K Sell
2,600
-13,900
-84% -$919K 0.07% 153
2019
Q4 		$1.45M Sell
16,500
-500
-3% -$44.9K 0.34% 62
2019
Q3 		$1.5M Sell
17,000
-19,729
-54% -$1.74M 0.26% 65
2019
Q2 		$3.22M Buy
36,729
+1,336
+4% +$113K 0.27% 69
2019
Q1 		$2.82M Buy
35,393
+10,893
+44% +$919K 0.35% 47
2018
Q4 		$2.04M Buy
+24,500
New +$2.15M 0.23% 55

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

H2O AM's UAL Position: Q2 2020 in Review

H2O AM sold out of United Airlines (UAL) in Q2 2020, closing a stake of 2,600 shares — an estimated $82K sold.

H2O AM first reported a position in UAL in Q4 2018 and held it in 6 quarters. The position peaked at $3.22M in Q2 2019. 466 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • H2O AM reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • H2O AM sold 2,600 United Airlines shares in Q2 2020, an estimated $82K.
  • H2O AM first reported a position in United Airlines in Q4 2018 and held it in 6 quarters.
  • H2O AM's United Airlines position peaked at $3.22M in Q2 2019.
  • 466 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on H2O AM's 13F filing for Q2 2020, filed 13 Aug 2020.