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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

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Omnia Family Wealth's UAL Position: Q2 2019 in Review

Omnia Family Wealth sold out of United Airlines (UAL) in Q2 2019, closing a stake of 36 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in UAL in Q4 2016 and held it in 10 quarters. The position peaked at $10K in Q2 2017. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

  • Omnia Family Wealth reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 36 United Airlines shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in United Airlines in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's United Airlines position peaked at $10K in Q2 2017.
  • 577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.