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Keebeck Wealth Management’s United Airlines UAL Stock Holding History

Keebeck Wealth 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
Q3 		– Sell
-1,300
Closed -$44K – 345
2020
Q2 		$44K Buy
+1,300
New +$39K 0.01% 232
2020
Q1 		– Sell
-1,300
Closed -$114K – 316
2019
Q4 		$114K Buy
+1,300
New +$117K 0.04% 177

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 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

Keebeck Wealth Management's UAL Position: Q3 2020 in Review

Keebeck Wealth Management sold out of United Airlines (UAL) in Q3 2020, closing a stake of 1,300 shares — an estimated $44K sold.

Keebeck Wealth Management first reported a position in UAL in Q4 2019 and held it in 2 quarters. The position peaked at $114K in Q4 2019. 472 funds tracked by Wall St. Rank hold UAL as of Q3 2020.

  • Keebeck Wealth Management reported no remaining United Airlines position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 1,300 United Airlines shares in Q3 2020, an estimated $44K.
  • Keebeck Wealth Management first reported a position in United Airlines in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's United Airlines position peaked at $114K in Q4 2019.
  • 472 funds tracked by Wall St. Rank held United Airlines as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.