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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 – – 183
2020
Q1 		$0 Hold
5
– – ﹤0.01% 195
2019
Q4 		$0 Sell
5
-2
-29% -$180 ﹤0.01% 220
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% 205
2018
Q3 		$0 Hold
4
– – ﹤0.01% 223
2018
Q2 		$0 Hold
4
– – ﹤0.01% 217
2018
Q1 		$0 Sell
4
-8
-67% -$553 ﹤0.01% 254
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% 186
2016
Q2 		$0 Buy
+7
New +$331 ﹤0.01% 179

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newfound Research's UAL Position: Q2 2020 in Review

Newfound Research sold out of United Airlines (UAL) in Q2 2020, closing a stake of 5 shares.

Newfound Research first reported a position in UAL in Q2 2016 and held it in 16 quarters. The position peaked at $1K in Q3 2019. 466 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Newfound Research reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 5 United Airlines shares in Q2 2020.
  • Newfound Research first reported a position in United Airlines in Q2 2016 and held it in 16 quarters.
  • Newfound Research's United Airlines position peaked at $1K in Q3 2019.
  • 466 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.