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	–	274
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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

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

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

PCM

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

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Karp Capital Management's UAL Position: Q2 2020 in Review

Karp Capital Management sold out of United Airlines (UAL) in Q2 2020, closing a stake of 8,280 shares — an estimated $261K sold.

Karp Capital Management first reported a position in UAL in Q4 2014 and held it in 16 quarters. The position peaked at $753K in Q2 2017. 466 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

Karp Capital Management reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
Karp Capital Management sold 8,280 United Airlines shares in Q2 2020, an estimated $261K.
Karp Capital Management first reported a position in United Airlines in Q4 2014 and held it in 16 quarters.
Karp Capital Management's United Airlines position peaked at $753K in Q2 2017.
466 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Karp Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.