Hellman Jordan Management Company’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,850
| Closed | -$868K | – | 59 |
|
|
2019
Q4 | $868K | Buy |
9,850
+976
| +11% | +$86K | 0.97% | 36 |
|
|
2019
Q3 | $785K | Sell |
8,874
-3,000
| -25% | -$265K | 0.62% | 38 |
|
|
2019
Q2 | $1.04M | Hold |
11,874
| – | – | 1.42% | 21 |
|
|
2019
Q1 | $947K | Hold |
11,874
| – | – | 0.66% | 32 |
|
|
2018
Q4 | $994K | Buy |
11,874
+6,000
| +102% | +$502K | 1.11% | 23 |
|
|
2018
Q3 | $523K | Sell |
5,874
-5,000
| -46% | -$445K | 0.38% | 34 |
|
|
2018
Q2 | $758K | Buy |
+10,874
| New | +$758K | 0.61% | 35 |
|
|
2016
Q4 | $1.41M | Sell |
19,350
-6,000
| -24% | -$437K | 1.93% | 17 |
|
|
2016
Q3 | $1.43M | Buy |
+25,350
| New | +$1.43M | 1.44% | 18 |
|
|
2014
Q2 | – | Sell |
-170,815
| Closed | -$7.62M | – | 56 |
|
|
2014
Q1 | $7.62M | Buy |
170,815
+115,128
| +207% | +$5.14M | 1.61% | 36 |
|
|
2013
Q4 | $2.11M | Sell |
55,687
-50,561
| -48% | -$1.91M | 1.33% | 29 |
|
|
2013
Q3 | $3.26M | Buy |
106,248
+50,318
| +90% | +$1.55M | 1.75% | 14 |
|
|
2013
Q2 | $1.75M | Buy |
+55,930
| New | +$1.75M | 1.13% | 31 |
|