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Kennedy Capital Management’s United Airlines UAL Stock Holding History

Kennedy 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
2016
Q4 		– Sell
-52,054
Closed -$2.73M – 760
2016
Q3 		$2.73M Buy
+52,054
New +$2.5M 0.05% 513
2014
Q4 		– Sell
-169,775
Closed -$7.94M – 786
2014
Q3 		$7.94M Buy
+169,775
New +$7.88M 0.16% 244

Other funds holding UAL

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kennedy Capital Management's UAL Position: Q4 2016 in Review

Kennedy Capital Management sold out of United Airlines (UAL) in Q4 2016, closing a stake of 52,054 shares — an estimated $2.73M sold.

Kennedy Capital Management first reported a position in UAL in Q3 2014 and held it in 2 quarters. The position peaked at $7.94M in Q3 2014. 562 funds tracked by Wall St. Rank hold UAL as of Q4 2016.

  • Kennedy Capital Management reported no remaining United Airlines position as of Q4 2016 after selling out during the quarter.
  • Kennedy Capital Management sold 52,054 United Airlines shares in Q4 2016, an estimated $2.73M.
  • Kennedy Capital Management first reported a position in United Airlines in Q3 2014 and held it in 2 quarters.
  • Kennedy Capital Management's United Airlines position peaked at $7.94M in Q3 2014.
  • 562 funds tracked by Wall St. Rank held United Airlines as of Q4 2016.

Based on Kennedy Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.