Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s United Airlines UAL Stock Holding History

Jacobs Levy Equity 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
Q2 		– Sell
-124,246
Closed -$3.92M – 1158
2020
Q1 		$3.92M Buy
124,246
+11,437
+10% +$756K 0.05% 341
2019
Q4 		$9.94M Buy
112,809
+104,379
+1,238% +$9.37M 0.1% 244
2019
Q3 		$745K Buy
+8,430
New +$745K 0.01% 662
2019
Q2 		– Sell
-2,520
Closed -$201K – 1026
2019
Q1 		$201K Sell
2,520
-360
-13% -$30.4K ﹤0.01% 900
2018
Q4 		$241K Buy
+2,880
New +$253K ﹤0.01% 847
2016
Q3 		– Sell
-6,820
Closed -$280K – 1133
2016
Q2 		$280K Hold
6,820
– – 0.01% 903
2016
Q1 		$408K Sell
6,820
-286,340
-98% -$15.2M 0.01% 782
2015
Q4 		$16.8M Sell
293,160
-25,180
-8% -$1.45M 0.33% 93
2015
Q3 		$16.9M Buy
318,340
+5,920
+2% +$334K 0.35% 98
2015
Q2 		$16.6M Buy
312,420
+8,160
+3% +$472K 0.32% 107
2015
Q1 		$20.5M Buy
304,260
+297,760
+4,581% +$20.2M 0.35% 99
2014
Q4 		$435K Buy
+6,500
New +$360K 0.01% 624

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's UAL Position: Q2 2020 in Review

Jacobs Levy Equity Management sold out of United Airlines (UAL) in Q2 2020, closing a stake of 124,246 shares — an estimated $3.92M sold.

Jacobs Levy Equity Management first reported a position in UAL in Q4 2014 and held it in 12 quarters. The position peaked at $20.5M in Q1 2015. 465 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Jacobs Levy Equity Management reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 124,246 United Airlines shares in Q2 2020, an estimated $3.92M.
  • Jacobs Levy Equity Management first reported a position in United Airlines in Q4 2014 and held it in 12 quarters.
  • Jacobs Levy Equity Management's United Airlines position peaked at $20.5M in Q1 2015.
  • 465 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2020, filed 17 Aug 2020.