HL Financial Services’s United Airlines UAL Stock Holding History

HL 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
2019 Q1	$217K	Sell	2,721 -36,739	-93%	-$3.1M	﹤0.01%	691
2018 Q4	$3.3M	Buy	+39,460	New	+$3.47M	0.06%	202
2017 Q1	–	Sell	-43,042	Closed	-$3.14M	–	696
2016 Q4	$3.14M	Buy	+43,042	New	+$2.74M	0.07%	176
2016 Q3	–	Sell	-8,173	Closed	-$335K	–	679
2016 Q2	$335K	Sell	8,173 -54	-0.7%	-$2.56K	0.01%	512
2016 Q1	$492K	Sell	8,227 -22	-0.3%	-$1.17K	0.01%	434
2015 Q4	$473K	Buy	8,249 +1,464	+22%	+$84.5K	0.01%	459
2015 Q3	$360K	Sell	6,785 -15	-0.2%	-$846	0.01%	492
2015 Q2	$360K	Buy	6,800 +1,717	+34%	+$99.4K	0.01%	528
2015 Q1	$342K	Buy	+5,083	New	+$344K	0.01%	539

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

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

HL Financial Services's UAL Position: Q1 2019 in Review

HL Financial Services reduced its United Airlines (UAL) stake by 93% in Q1 2019, selling an estimated $3.1M and leaving 2,721 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

HL Financial Services first reported a position in UAL in Q1 2015 and has held it in 9 quarters since. The position peaked at $3.3M in Q4 2018. 606 funds tracked by Wall St. Rank hold UAL as of Q1 2019.

HL Financial Services held 2,721 shares of United Airlines worth $217K as of Q1 2019.
HL Financial Services sold 36,739 United Airlines shares in Q1 2019, an estimated $3.1M.
United Airlines made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #691 holding.
HL Financial Services first reported a position in United Airlines in Q1 2015 and has held it in 9 quarters since.
HL Financial Services's United Airlines position peaked at $3.3M in Q4 2018.
606 funds tracked by Wall St. Rank held United Airlines as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.