Karp Capital Management’s United Airlines UAL Stock Holding History

Karp Capital 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
2020 Q2	–	Sell	-8,280	Closed	-$261K	–	100
2020 Q1	$261K	Buy	8,280 +280	+4%	+$18.5K	0.09%	79
2019 Q4	$705K	Hold	8,000	–	–	0.19%	82
2019 Q3	$707K	Sell	8,000 -71	-0.9%	-$6.28K	0.21%	79
2019 Q2	$707K	Buy	8,071 +71	+0.9%	+$6.01K	0.22%	79
2019 Q1	$638K	Hold	8,000	–	–	0.23%	84
2018 Q4	$670K	Hold	8,000	–	–	0.32%	70
2018 Q3	$712K	Hold	8,000	–	–	0.25%	91
2018 Q2	$558K	Hold	8,000	–	–	0.22%	91
2018 Q1	$556K	Hold	8,000	–	–	0.22%	92
2017 Q4	$539K	Hold	8,000	–	–	0.23%	96
2017 Q3	$487K	Sell	8,000 -2,000	-20%	-$133K	0.23%	89
2017 Q2	$753K	Buy	+10,000	New	+$755K	0.37%	70
2015 Q4	–	Sell	-300	Closed	-$16K	–	275
2015 Q3	$16K	Hold	300	–	–	0.01%	245
2015 Q2	$16K	Hold	300	–	–	0.01%	265
2015 Q1	$20K	Hold	300	–	–	0.01%	252
2014 Q4	$20K	Buy	+300	New	+$16.6K	0.01%	241

Other funds holding UAL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return