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Omnia Family Wealth’s United Airlines UAL Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-36
Closed -$3K – 494
2019
Q1 		$3K Hold
36
– – ﹤0.01% 418
2018
Q4 		$3K Hold
36
– – ﹤0.01% 365
2018
Q3 		$3K Hold
36
– – ﹤0.01% 394
2018
Q2 		$3K Hold
36
– – ﹤0.01% 376
2018
Q1 		$3K Hold
36
– – ﹤0.01% 385
2017
Q4 		$2K Sell
36
-92
-72% -$5.74K ﹤0.01% 499
2017
Q3 		$8K Hold
128
– – ﹤0.01% 301
2017
Q2 		$10K Hold
128
– – ﹤0.01% 289
2017
Q1 		$9K Hold
128
– – ﹤0.01% 304
2016
Q4 		$9K Buy
+128
New +$8.16K ﹤0.01% 308

Other funds holding UAL

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Vanguard Group
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PCM
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BlackRock
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T. Rowe Price Associates
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
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return