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New England Investment & Retirement Group’s United Airlines UAL Stock Holding History

New England Investment & Retirement 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
2020
Q2 		– Sell
-479
Closed -$15K – 197
2020
Q1 		$15K Buy
+479
New +$31.7K 0.01% 130

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

New England Investment & Retirement Group's UAL Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of United Airlines (UAL) in Q2 2020, closing a stake of 479 shares — an estimated $15K sold.

New England Investment & Retirement Group first reported a position in UAL in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 466 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 479 United Airlines shares in Q2 2020, an estimated $15K.
  • New England Investment & Retirement Group first reported a position in United Airlines in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's United Airlines position peaked at $15K in Q1 2020.
  • 466 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.