Neuburgh Advisers’s United Airlines UAL Stock Holding History

Neuburgh Advisers’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 Q3	$12.7M	Buy	143,378 +12,750	+10%	+$1.13M	0.39%	51
2019 Q2	$11.4M	Buy	130,628 +6,664	+5%	+$564K	0.37%	61
2019 Q1	$9.89M	Sell	123,964 -72,386	-37%	-$6.11M	0.34%	69
2018 Q4	$16.4M	Buy	196,350 +57,596	+42%	+$5.06M	0.64%	39
2018 Q3	$12.4M	Buy	138,754 +73,542	+113%	+$6.07M	0.4%	56
2018 Q2	$4.55M	Buy	65,212 +10,506	+19%	+$730K	0.15%	132
2018 Q1	$3.8M	Sell	54,706 -107,610	-66%	-$7.43M	0.13%	148
2017 Q4	$10.9M	Sell	162,316 -92,820	-36%	-$5.79M	0.39%	61
2017 Q3	$15.5M	Buy	255,136 +31,858	+14%	+$2.12M	0.58%	45
2017 Q2	$16.8M	Buy	223,278 +87,856	+65%	+$6.63M	0.64%	39
2017 Q1	$9.57M	Buy	135,422 +13,940	+11%	+$1.01M	0.38%	59
2016 Q4	$8.85M	Buy	+121,482	New	+$7.74M	0.4%	54

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuburgh Advisers's UAL Position: Q3 2019 in Review

Neuburgh Advisers increased its United Airlines (UAL) stake by 9.8% in Q3 2019, buying an estimated $1.13M and bringing the position to 143,378 shares worth $12.7M. The position accounts for 0.39% of the portfolio, ranked #51.

Neuburgh Advisers first reported a position in UAL in Q4 2016 and has held it in 12 quarters since. The position peaked at $16.8M in Q2 2017. 578 funds tracked by Wall St. Rank hold UAL as of Q3 2019.

Neuburgh Advisers held 143,378 shares of United Airlines worth $12.7M as of Q3 2019.
Neuburgh Advisers bought 12,750 United Airlines shares in Q3 2019, an estimated $1.13M.
United Airlines made up 0.39% of Neuburgh Advisers's portfolio in Q3 2019, its #51 holding.
Neuburgh Advisers first reported a position in United Airlines in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's United Airlines position peaked at $16.8M in Q2 2017.
578 funds tracked by Wall St. Rank held United Airlines as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.