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Kaizen Advisory’s United Airlines UAL Stock Holding History

Kaizen Advisory’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
2018
Q4 		$50K Buy
593
+35
+6% +$3.07K 0.03% 327
2018
Q3 		$50K Hold
558
– – 0.03% 337
2018
Q2 		$39K Buy
558
+316
+131% +$22K 0.02% 392
2018
Q1 		$17K Hold
242
– – 0.02% 367
2017
Q4 		$16K Buy
+242
New +$15.1K 0.01% 366

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Kaizen Advisory's UAL Position: Q4 2018 in Review

Kaizen Advisory increased its United Airlines (UAL) stake by 6.3% in Q4 2018, buying an estimated $3.07K and bringing the position to 593 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #327.

Kaizen Advisory first reported a position in UAL in Q4 2017 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2018.

  • Kaizen Advisory held 593 shares of United Airlines worth $50K as of Q4 2018.
  • Kaizen Advisory bought 35 United Airlines shares in Q4 2018, an estimated $3.07K.
  • United Airlines made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #327 holding.
  • Kaizen Advisory first reported a position in United Airlines in Q4 2017 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.