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Lenox Wealth Management’s United Airlines UAL Stock Holding History

Lenox 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
Q2 		$14K Buy
+423
New +$12.7K ﹤0.01% 392

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's UAL Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in United Airlines (UAL) in Q2 2020: 423 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings.

465 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Lenox Wealth Management held 423 shares of United Airlines worth $14K as of Q2 2020.
  • United Airlines was a new Lenox Wealth Management position in Q2 2020.
  • United Airlines made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #392 holding.
  • 465 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.