MSFP
UAL icon

Mark Sheptoff Financial Planning’s United Airlines UAL Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q2 		– Sell
-139
Closed -$4K – 371
2020
Q1 		$4K Buy
+139
New +$9.19K ﹤0.01% 290

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's UAL Position: Q2 2020 in Review

Mark Sheptoff Financial Planning sold out of United Airlines (UAL) in Q2 2020, closing a stake of 139 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in UAL in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 465 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Mark Sheptoff Financial Planning reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 139 United Airlines shares in Q2 2020, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in United Airlines in Q1 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's United Airlines position peaked at $4K in Q1 2020.
  • 465 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2020, filed 10 Aug 2020.