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 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

PCM

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

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

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

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

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

Jupiter Investment Management's UAL Position: Q2 2019 in Review

Jupiter Investment Management sold out of United Airlines (UAL) in Q2 2019, closing a stake of 397,855 shares — an estimated $31.7M sold.

Jupiter Investment Management first reported a position in UAL in Q2 2013 and held it in 9 quarters. The position peaked at $31.7M in Q1 2019. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

Jupiter Investment Management reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
Jupiter Investment Management sold 397,855 United Airlines shares in Q2 2019, an estimated $31.7M.
Jupiter Investment Management first reported a position in United Airlines in Q2 2013 and held it in 9 quarters.
Jupiter Investment Management's United Airlines position peaked at $31.7M in Q1 2019.
577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.