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JOYN Advisors’s United Airlines UAL Stock Holding History

JOYN Advisors’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
Q4 		– Sell
-2,263
Closed -$200K – 131
2019
Q3 		$200K Buy
+2,263
New +$200K 0.04% 114
2019
Q1 		– Sell
-2,391
Closed -$200K – 1321
2018
Q4 		$200K Sell
2,391
-1,143
-32% -$100K 0.05% 111
2018
Q3 		$315K Sell
3,534
-455
-11% -$37.5K 0.06% 89
2018
Q2 		$278K Sell
3,989
-1,595
-29% -$111K 0.06% 104
2018
Q1 		$388K Sell
5,584
-3,769
-40% -$260K 0.08% 82
2017
Q4 		$630K Buy
+9,353
New +$583K 0.13% 69

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

JOYN Advisors's UAL Position: Q4 2019 in Review

JOYN Advisors sold out of United Airlines (UAL) in Q4 2019, closing a stake of 2,263 shares — an estimated $200K sold.

JOYN Advisors first reported a position in UAL in Q4 2017 and held it in 6 quarters. The position peaked at $630K in Q4 2017. 603 funds tracked by Wall St. Rank hold UAL as of Q4 2019.

  • JOYN Advisors reported no remaining United Airlines position as of Q4 2019 after selling out during the quarter.
  • JOYN Advisors sold 2,263 United Airlines shares in Q4 2019, an estimated $200K.
  • JOYN Advisors first reported a position in United Airlines in Q4 2017 and held it in 6 quarters.
  • JOYN Advisors's United Airlines position peaked at $630K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held United Airlines as of Q4 2019.

Based on JOYN Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.