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Lumina Fund Management’s United Airlines UAL Stock Holding History

Lumina Fund 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
2016
Q4 		– Sell
-10,000
Closed -$525K – 57
2016
Q3 		$525K Hold
10,000
– – 0.06% 45
2016
Q2 		$410K Buy
+10,000
New +$473K 0.03% 40

Other funds holding UAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumina Fund Management's UAL Position: Q4 2016 in Review

Lumina Fund Management sold out of United Airlines (UAL) in Q4 2016, closing a stake of 10,000 shares — an estimated $525K sold.

Lumina Fund Management first reported a position in UAL in Q2 2016 and held it in 2 quarters. The position peaked at $525K in Q3 2016. 562 funds tracked by Wall St. Rank hold UAL as of Q4 2016.

  • Lumina Fund Management reported no remaining United Airlines position as of Q4 2016 after selling out during the quarter.
  • Lumina Fund Management sold 10,000 United Airlines shares in Q4 2016, an estimated $525K.
  • Lumina Fund Management first reported a position in United Airlines in Q2 2016 and held it in 2 quarters.
  • Lumina Fund Management's United Airlines position peaked at $525K in Q3 2016.
  • 562 funds tracked by Wall St. Rank held United Airlines as of Q4 2016.

Based on Lumina Fund Management's 13F filing for Q4 2016, filed 13 Feb 2017.