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Ladenburg Thalmann Financial Services’s United Airlines UAL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$984K Sell
11,293
-229
-2% -$20.6K 0.01% 1300
2019
Q3 		$1.02M Buy
11,522
+22
+0.2% +$1.94K 0.01% 1240
2019
Q2 		$1.01M Sell
11,500
-315
-3% -$26.7K 0.01% 1236
2019
Q1 		$953K Buy
11,815
+314
+3% +$26.5K 0.01% 1223
2018
Q4 		$963K Buy
11,501
+3,439
+43% +$302K 0.01% 1081
2018
Q3 		$718K Sell
8,062
-3,882
-33% -$320K 0.01% 1351
2018
Q2 		$829K Hold
11,944
– – 0.01% 1185
2018
Q1 		$829K Sell
11,944
-438
-4% -$30.3K 0.01% 1185
2017
Q4 		$836K Buy
12,382
+430
+4% +$26.8K 0.01% 1183
2017
Q3 		$728K Sell
11,952
-929
-7% -$61.9K 0.01% 1201
2017
Q2 		$969K Buy
12,881
+1,018
+9% +$76.9K 0.01% 959
2017
Q1 		$838K Buy
11,863
+69
+0.6% +$4.99K 0.01% 988
2016
Q4 		$857K Buy
11,794
+617
+6% +$39.3K 0.01% 922
2016
Q3 		$587K Buy
11,177
+616
+6% +$29.6K 0.01% 1097
2016
Q2 		$433K Buy
10,561
+937
+10% +$44.3K 0.01% 1213
2016
Q1 		$575K Sell
9,624
-82
-0.8% -$4.35K 0.01% 968
2015
Q4 		$555K Buy
9,706
+2,152
+28% +$124K 0.01% 966
2015
Q3 		$401K Buy
7,554
+9
+0.1% +$508 0.01% 1091
2015
Q2 		$400K Sell
7,545
-690
-8% -$39.9K 0.01% 1174
2015
Q1 		$543K Buy
8,235
+2,208
+37% +$150K 0.01% 996
2014
Q4 		$406K Buy
6,027
+5,374
+823% +$298K 0.01% 1025
2014
Q3 		$31K Buy
653
+93
+17% +$4.32K ﹤0.01% 2333
2014
Q2 		$23K Hold
560
– – ﹤0.01% 2558
2014
Q1 		$25K Hold
560
– – ﹤0.01% 2429
2013
Q4 		$22K Buy
560
+493
+736% +$17.3K ﹤0.01% 2480
2013
Q3 		$2K Sell
67
-343
-84% -$11K ﹤0.01% 3476
2013
Q2 		$13K Buy
+410
New +$13K ﹤0.01% 2586

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UAL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its United Airlines (UAL) stake by 2% in Q4 2019, selling an estimated $20.6K and leaving 11,293 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #1300.

Ladenburg Thalmann Financial Services first reported a position in UAL in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.02M in Q3 2019. 602 funds tracked by Wall St. Rank hold UAL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 11,293 shares of United Airlines worth $984K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 229 United Airlines shares in Q4 2019, an estimated $20.6K.
  • United Airlines made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1300 holding.
  • Ladenburg Thalmann Financial Services first reported a position in United Airlines in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's United Airlines position peaked at $1.02M in Q3 2019.
  • 602 funds tracked by Wall St. Rank held United Airlines as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.