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Howard Wealth Management’s United Airlines UAL Stock Holding History

Howard Wealth Management’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
-85
Closed -$7K – 466
2019
Q4 		$7K Buy
+85
New +$7.63K 0.01% 369

Other funds holding UAL

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Vanguard Group
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BlackRock
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ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Howard Wealth Management's UAL Position: Q1 2020 in Review

Howard Wealth Management sold out of United Airlines (UAL) in Q1 2020, closing a stake of 85 shares — an estimated $7K sold.

Howard Wealth Management first reported a position in UAL in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Howard Wealth Management reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 85 United Airlines shares in Q1 2020, an estimated $7K.
  • Howard Wealth Management first reported a position in United Airlines in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's United Airlines position peaked at $7K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.