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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 0.25% 123

Other funds holding UAL

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return