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Meag Munich Ergo’s United Airlines UAL Stock Holding History

Meag Munich Ergo’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
Q1 		– Sell
-3,556
Closed -$313K – 475
2019
Q4 		$313K Sell
3,556
-11,656
-77% -$1.05M 0.03% 351
2019
Q3 		$1.33M Buy
15,212
+6,500
+75% +$574K 0.07% 296
2019
Q2 		$754K Hold
8,712
– – 0.06% 318
2019
Q1 		$684K Buy
+8,712
New +$735K 0.06% 324
2018
Q4 		– Sell
-22,167
Closed -$1.95M – 410
2018
Q3 		$1.95M Buy
+22,167
New +$1.83M 0.12% 200
2018
Q1 		– Sell
-35,222
Closed -$2.39M – 501
2017
Q4 		$2.39M Sell
35,222
-84,588
-71% -$5.27M 0.09% 261
2017
Q3 		$7.35M Sell
119,810
-34,324
-22% -$2.29M 0.3% 114
2017
Q2 		$11.6M Sell
154,134
-96,814
-39% -$7.31M 0.52% 61
2017
Q1 		$17.7M Sell
250,948
-47,685
-16% -$3.45M 0.7% 33
2016
Q4 		$22M Buy
298,633
+123,935
+71% +$7.9M 1.02% 19
2016
Q3 		$8.94M Buy
+174,698
New +$8.4M 0.44% 74

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
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