James Investment Research’s United Airlines UAL Stock Holding History

James Investment Research’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	-2,695	Closed	-$237K	–	533
2019 Q4	$237K	Sell	2,695 -23,170	-90%	-$2.08M	0.02%	274
2019 Q3	$2.29M	Sell	25,865 -410	-2%	-$36.2K	0.17%	126
2019 Q2	$2.3M	Sell	26,275 -5,274	-17%	-$446K	0.17%	118
2019 Q1	$2.52M	Buy	31,549 +7,631	+32%	+$644K	0.16%	114
2018 Q4	$2M	Sell	23,918 -15,587	-39%	-$1.37M	0.12%	151
2018 Q3	$3.52M	Sell	39,505 -7,690	-16%	-$634K	0.14%	135
2018 Q2	$3.29M	Buy	47,195 +560	+1%	+$38.9K	0.13%	160
2018 Q1	$3.24M	Buy	46,635 +1,585	+4%	+$110K	0.12%	161
2017 Q4	$3.04M	Buy	45,050 +1,610	+4%	+$100K	0.1%	159
2017 Q3	$2.65M	Buy	43,440 +19,475	+81%	+$1.3M	0.09%	183
2017 Q2	$1.8M	Buy	+23,965	New	+$1.81M	0.06%	231

Other funds holding UAL

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

James Investment Research's UAL Position: Q1 2020 in Review

James Investment Research sold out of United Airlines (UAL) in Q1 2020, closing a stake of 2,695 shares — an estimated $237K sold.

James Investment Research first reported a position in UAL in Q2 2017 and held it in 11 quarters. The position peaked at $3.52M in Q3 2018. 524 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

James Investment Research reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
James Investment Research sold 2,695 United Airlines shares in Q1 2020, an estimated $237K.
James Investment Research first reported a position in United Airlines in Q2 2017 and held it in 11 quarters.
James Investment Research's United Airlines position peaked at $3.52M in Q3 2018.
524 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.