Mosaic Family Wealth’s United Airlines UAL Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-63	Closed	-$5K	–	573
2019 Q1	$5K	Buy	+63	New	+$5.32K	﹤0.01%	569
2016 Q4	–	Sell	-50	Closed	-$3K	–	750
2016 Q3	$3K	Sell	50 -100	-67%	-$4.81K	﹤0.01%	653
2016 Q2	$7K	Hold	150	–	–	﹤0.01%	571
2016 Q1	$8K	Sell	150 -6	-4%	-$319	﹤0.01%	557
2015 Q4	$8K	Buy	+156	New	+$9.01K	﹤0.01%	555

Other funds holding UAL

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Mosaic Family Wealth's UAL Position: Q2 2019 in Review

Mosaic Family Wealth sold out of United Airlines (UAL) in Q2 2019, closing a stake of 63 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in UAL in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q1 2016. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

Mosaic Family Wealth reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 63 United Airlines shares in Q2 2019, an estimated $5K.
Mosaic Family Wealth first reported a position in United Airlines in Q4 2015 and held it in 5 quarters.
Mosaic Family Wealth's United Airlines position peaked at $8K in Q1 2016.
577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.