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Litman Gregory Wealth Management’s United Airlines UAL Stock Holding History

Litman Gregory 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
2019
Q1 		– Sell
-50
Closed -$4K – 149
2018
Q4 		$4K Buy
+50
New +$4.39K ﹤0.01% 138

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PCM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Litman Gregory Wealth Management's UAL Position: Q1 2019 in Review

Litman Gregory Wealth Management sold out of United Airlines (UAL) in Q1 2019, closing a stake of 50 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in UAL in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 606 funds tracked by Wall St. Rank hold UAL as of Q1 2019.

  • Litman Gregory Wealth Management reported no remaining United Airlines position as of Q1 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 50 United Airlines shares in Q1 2019, an estimated $4K.
  • Litman Gregory Wealth Management first reported a position in United Airlines in Q4 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's United Airlines position peaked at $4K in Q4 2018.
  • 606 funds tracked by Wall St. Rank held United Airlines as of Q1 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2019, filed 30 Apr 2019.