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LS Investment Advisors’s United Airlines UAL Stock Holding History

LS Investment Advisors’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
2021
Q2 		– Sell
-3,731
Closed -$215K – 694
2021
Q1 		$215K Sell
3,731
-1,856
-33% -$90.6K 0.01% 739
2020
Q4 		$242K Sell
5,587
-3,274
-37% -$132K 0.01% 737
2020
Q3 		$308K Sell
8,861
-137
-2% -$4.74K 0.02% 536
2020
Q2 		$311K Buy
8,998
+1,300
+17% +$39K 0.02% 543
2020
Q1 		$243K Sell
7,698
-2,439
-24% -$161K 0.02% 551
2019
Q4 		$893K Buy
10,137
+1,289
+15% +$116K 0.05% 326
2019
Q3 		$782K Buy
8,848
+108
+1% +$9.54K 0.05% 335
2019
Q2 		$765K Buy
8,740
+32
+0.4% +$2.71K 0.05% 340
2019
Q1 		$695K Buy
8,708
+192
+2% +$16.2K 0.04% 352
2018
Q4 		$713K Sell
8,516
-4,034
-32% -$354K 0.05% 313
2018
Q3 		$1.12M Buy
12,550
+473
+4% +$39K 0.06% 279
2018
Q2 		$842K Buy
12,077
+865
+8% +$60.1K 0.05% 322
2018
Q1 		$779K Buy
11,212
+2,354
+27% +$163K 0.05% 347
2017
Q4 		$597K Sell
8,858
-118
-1% -$7.36K 0.03% 432
2017
Q3 		$546K Buy
8,976
+848
+10% +$56.5K 0.03% 469
2017
Q2 		$612K Buy
8,128
+254
+3% +$19.2K 0.04% 406
2017
Q1 		$556K Buy
7,874
+953
+14% +$68.9K 0.04% 413
2016
Q4 		$504K Sell
6,921
-5,268
-43% -$336K 0.04% 403
2016
Q3 		$640K Sell
12,189
-1,759
-13% -$84.6K 0.05% 324
2016
Q2 		$572K Buy
13,948
+1,618
+13% +$76.6K 0.04% 372
2016
Q1 		$738K Sell
12,330
-45
-0.4% -$2.39K 0.06% 278
2015
Q4 		$709K Buy
12,375
+4,061
+49% +$234K 0.06% 278
2015
Q3 		$441K Buy
8,314
+5,974
+255% +$337K 0.04% 417
2015
Q2 		$124K Hold
2,340
– – 0.01% 806
2015
Q1 		$157K Hold
2,340
– – 0.01% 626
2014
Q4 		$157K Sell
2,340
-640
-21% -$35.4K 0.01% 623
2014
Q3 		$139K Hold
2,980
– – 0.01% 621
2014
Q2 		$122K Sell
2,980
-102
-3% -$4.4K 0.01% 646
2014
Q1 		$138K Hold
3,082
– – 0.01% 623
2013
Q4 		$117K Buy
+3,082
New +$108K 0.01% 645

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

LS Investment Advisors's UAL Position: Q2 2021 in Review

LS Investment Advisors sold out of United Airlines (UAL) in Q2 2021, closing a stake of 3,731 shares — an estimated $215K sold.

LS Investment Advisors first reported a position in UAL in Q4 2013 and held it in 30 quarters. The position peaked at $1.12M in Q3 2018. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

  • LS Investment Advisors reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 3,731 United Airlines shares in Q2 2021, an estimated $215K.
  • LS Investment Advisors first reported a position in United Airlines in Q4 2013 and held it in 30 quarters.
  • LS Investment Advisors's United Airlines position peaked at $1.12M in Q3 2018.
  • 561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.