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Nadler Financial Group’s United Airlines UAL Stock Holding History

Nadler Financial Group’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
Q1 		– Sell
-3,119
Closed -$227K – 84
2016
Q4 		$227K Buy
+3,119
New +$199K 0.08% 73
2015
Q2 		– Sell
-3,365
Closed -$226K – 88
2015
Q1 		$226K Sell
3,365
-375
-10% -$25.4K 0.11% 78
2014
Q4 		$250K Sell
3,740
-1,200
-24% -$66.5K 0.13% 69
2014
Q3 		$231K Buy
4,940
+40
+0.8% +$1.86K 0.14% 65
2014
Q2 		$201K Buy
+4,900
New +$211K 0.13% 69

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nadler Financial Group's UAL Position: Q1 2017 in Review

Nadler Financial Group sold out of United Airlines (UAL) in Q1 2017, closing a stake of 3,119 shares — an estimated $227K sold.

Nadler Financial Group first reported a position in UAL in Q2 2014 and held it in 5 quarters. The position peaked at $250K in Q4 2014. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Nadler Financial Group reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Nadler Financial Group sold 3,119 United Airlines shares in Q1 2017, an estimated $227K.
  • Nadler Financial Group first reported a position in United Airlines in Q2 2014 and held it in 5 quarters.
  • Nadler Financial Group's United Airlines position peaked at $250K in Q4 2014.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Nadler Financial Group's 13F filing for Q1 2017, filed 7 Apr 2017.