Kore Private Wealth’s United Airlines UAL Stock Holding History

Kore Private Wealth’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	-362	Closed	-$13K	–	1027
2020 Q2	$13K	Buy	362 +4	+1%	+$120	﹤0.01%	740
2020 Q1	$11K	Buy	+358	New	+$23.7K	﹤0.01%	683
2019 Q2	–	Sell	-325	Closed	-$26K	–	749
2019 Q1	$26K	Hold	325	–	–	0.01%	479
2018 Q4	$27K	Buy	+325	New	+$28.5K	0.01%	456

Other funds holding UAL

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Kore Private Wealth's UAL Position: Q3 2020 in Review

Kore Private Wealth sold out of United Airlines (UAL) in Q3 2020, closing a stake of 362 shares — an estimated $13K sold.

Kore Private Wealth first reported a position in UAL in Q4 2018 and held it in 4 quarters. The position peaked at $27K in Q4 2018. 472 funds tracked by Wall St. Rank hold UAL as of Q3 2020.

Kore Private Wealth reported no remaining United Airlines position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 362 United Airlines shares in Q3 2020, an estimated $13K.
Kore Private Wealth first reported a position in United Airlines in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's United Airlines position peaked at $27K in Q4 2018.
472 funds tracked by Wall St. Rank held United Airlines as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.