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Ivory Investment Management’s United Airlines UAL Stock Holding History

Ivory Investment 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
2018
Q2 		– Sell
-101,119
Closed -$7.03M – 52
2018
Q1 		$7.03M Buy
+101,119
New +$6.99M 0.42% 48
2017
Q1 		– Sell
-154,733
Closed -$11.3M – 68
2016
Q4 		$11.3M Buy
+154,733
New +$9.86M 0.46% 43
2016
Q2 		– Sell
-9,649
Closed -$578K – 122
2016
Q1 		$578K Buy
+9,649
New +$512K 0.02% 86
2015
Q2 		– Sell
-169,287
Closed -$11.4M – 107
2015
Q1 		$11.4M Buy
+169,287
New +$11.5M 0.27% 71
2014
Q2 		– Sell
-24,771
Closed -$1.11M – 175
2014
Q1 		$1.11M Sell
24,771
-7,329
-23% -$330K 0.05% 171
2013
Q4 		$1.21M Sell
32,100
-7,723
-19% -$271K 0.06% 152
2013
Q3 		$1.22M Sell
39,823
-1,342
-3% -$43.2K 0.06% 122
2013
Q2 		$1.29M Buy
+41,165
New +$1.31M 0.05% 123

Other funds holding UAL

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Vanguard Group
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BlackRock
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PCM
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return