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Jupiter Investment Management’s United Airlines UAL Stock Holding History

Jupiter 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
2019
Q2 		– Sell
-397,855
Closed -$31.7M – 422
2019
Q1 		$31.7M Buy
+397,855
New +$33.6M 0.29% 95
2018
Q3 		– Sell
-7,500
Closed -$522K – 452
2018
Q2 		$522K Buy
+7,500
New +$521K ﹤0.01% 319
2017
Q2 		– Sell
-51,268
Closed -$3.62M – 482
2017
Q1 		$3.62M Buy
+51,268
New +$3.71M 0.05% 178
2015
Q4 		– Sell
-11,900
Closed -$631K – 368
2015
Q3 		$631K Buy
+11,900
New +$671K 0.02% 230
2015
Q2 		– Sell
-2,200
Closed -$147K – 374
2015
Q1 		$147K Buy
+2,200
New +$149K ﹤0.01% 301
2014
Q3 		– Sell
-59,800
Closed -$2.46M – 403
2014
Q2 		$2.46M Sell
59,800
-8,200
-12% -$353K 0.14% 149
2014
Q1 		$3.03M Buy
68,000
+35,700
+111% +$1.61M 0.21% 119
2013
Q4 		$1.22M Buy
+32,300
New +$1.13M 0.1% 205
2013
Q3 		– Sell
-117,961
Closed -$3.69M – 324
2013
Q2 		$3.69M Buy
+117,961
New +$3.75M 0.44% 98

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return