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Newfound Research’s United Airlines UAL Stock Holding History

Newfound Research’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
-5
Closed – – 185
2020
Q1 		$0 Hold
5
– – ﹤0.01% 197
2019
Q4 		$0 Sell
5
-2
-29% -$180 ﹤0.01% 224
2019
Q3 		$1K Hold
7
– – ﹤0.01% 143
2019
Q2 		$1K Hold
7
– – ﹤0.01% 144
2019
Q1 		$1K Buy
7
+3
+75% +$253 ﹤0.01% 141
2018
Q4 		$0 Hold
4
– – ﹤0.01% 210
2018
Q3 		$0 Hold
4
– – ﹤0.01% 229
2018
Q2 		$0 Hold
4
– – ﹤0.01% 222
2018
Q1 		$0 Sell
4
-8
-67% -$553 ﹤0.01% 257
2017
Q4 		$1K Hold
12
– – ﹤0.01% 164
2017
Q3 		$1K Buy
12
+1
+9% +$67 ﹤0.01% 160
2017
Q2 		$1K Buy
11
+1
+10% +$76 ﹤0.01% 158
2017
Q1 		$1K Buy
10
+2
+25% +$145 ﹤0.01% 153
2016
Q4 		$1K Buy
8
+1
+14% +$64 ﹤0.01% 124
2016
Q3 		$0 Hold
7
– – ﹤0.01% 189
2016
Q2 		$0 Buy
+7
New +$331 ﹤0.01% 181

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 $5.7T 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 $3.44B 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 $127B 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