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HBC Financial Services’s United Airlines UAL Stock Holding History

HBC Financial Services’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
Q4 		– Sell
-113
Closed -$22K – 190
2020
Q3 		$22K Sell
113
-137
-55% -$4.74K 0.02% 95
2020
Q2 		$9K Buy
+250
New +$7.5K 0.01% 117

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 $169B AUM 114.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HBC Financial Services's UAL Position: Q4 2020 in Review

HBC Financial Services sold out of United Airlines (UAL) in Q4 2020, closing a stake of 113 shares — an estimated $22K sold.

HBC Financial Services first reported a position in UAL in Q2 2020 and held it in 2 quarters. The position peaked at $22K in Q3 2020. 552 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

  • HBC Financial Services reported no remaining United Airlines position as of Q4 2020 after selling out during the quarter.
  • HBC Financial Services sold 113 United Airlines shares in Q4 2020, an estimated $22K.
  • HBC Financial Services first reported a position in United Airlines in Q2 2020 and held it in 2 quarters.
  • HBC Financial Services's United Airlines position peaked at $22K in Q3 2020.
  • 552 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on HBC Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.