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Lucus Advisors’s United Airlines UAL Stock Holding History

Lucus 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
2017
Q3 		– Sell
-4,737
Closed -$356K – 256
2017
Q2 		$356K Buy
+4,737
New +$358K 0.48% 139
2016
Q3 		– Sell
-8,451
Closed -$347K – 295
2016
Q2 		$347K Sell
8,451
-341
-4% -$16.1K 0.28% 165
2016
Q1 		$526K Buy
8,792
+398
+5% +$21.1K 0.31% 74
2015
Q4 		$481K Buy
8,394
+399
+5% +$23K 0.29% 56
2015
Q3 		$424K Sell
7,995
-1,527
-16% -$86.1K 0.24% 229
2015
Q2 		$505K Buy
+9,522
New +$551K 0.24% 123

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Lucus Advisors's UAL Position: Q3 2017 in Review

Lucus Advisors sold out of United Airlines (UAL) in Q3 2017, closing a stake of 4,737 shares — an estimated $356K sold.

Lucus Advisors first reported a position in UAL in Q2 2015 and held it in 6 quarters. The position peaked at $526K in Q1 2016. 539 funds tracked by Wall St. Rank hold UAL as of Q3 2017.

  • Lucus Advisors reported no remaining United Airlines position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 4,737 United Airlines shares in Q3 2017, an estimated $356K.
  • Lucus Advisors first reported a position in United Airlines in Q2 2015 and held it in 6 quarters.
  • Lucus Advisors's United Airlines position peaked at $526K in Q1 2016.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.