NYLT
UAL icon

New York Life Trust’s United Airlines UAL Stock Holding History

New York Life Trust’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 		$4K Sell
61
-719
-92% -$52K 0.19% 143
2016
Q4 		$57K Buy
+780
New +$49.7K 0.27% 122
2016
Q3 		– Sell
-79
Closed -$3K – 277
2016
Q2 		$3K Sell
79
-1,479
-95% -$70K 0.01% 248
2016
Q1 		$93K Sell
1,558
-43
-3% -$2.28K 0.4% 87
2015
Q4 		$92K Buy
1,601
+483
+43% +$27.9K 0.39% 101
2015
Q3 		$59K Buy
+1,118
New +$63.1K 0.26% 137

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

New York Life Trust's UAL Position: Q1 2017 in Review

New York Life Trust reduced its United Airlines (UAL) stake by 92% in Q1 2017, selling an estimated $52K and leaving 61 shares worth $4K. The position accounts for 0.19% of the portfolio, ranked #143.

New York Life Trust first reported a position in UAL in Q3 2015 and has held it in 6 quarters since. The position peaked at $93K in Q1 2016. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • New York Life Trust held 61 shares of United Airlines worth $4K as of Q1 2017.
  • New York Life Trust sold 719 United Airlines shares in Q1 2017, an estimated $52K.
  • United Airlines made up 0.19% of New York Life Trust's portfolio in Q1 2017, its #143 holding.
  • New York Life Trust first reported a position in United Airlines in Q3 2015 and has held it in 6 quarters since.
  • New York Life Trust's United Airlines position peaked at $93K in Q1 2016.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.