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Optimum Investment Advisors’s United Airlines UAL Stock Holding History

Optimum Investment Advisors’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
-1,100
Closed -$35K – 929
2020
Q1 		$35K Buy
+1,100
New +$72.7K 0.01% 484
2015
Q1 		$72K Buy
1,075
+575
+115% +$39K 0.02% 433
2014
Q4 		$33K Buy
+500
New +$27.7K 0.01% 601

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 $5.72T 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 $3.45B 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 $166B 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

Optimum Investment Advisors's UAL Position: Q2 2020 in Review

Optimum Investment Advisors sold out of United Airlines (UAL) in Q2 2020, closing a stake of 1,100 shares — an estimated $35K sold.

Optimum Investment Advisors first reported a position in UAL in Q4 2014 and held it in 3 quarters. The position peaked at $72K in Q1 2015. 465 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Optimum Investment Advisors reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,100 United Airlines shares in Q2 2020, an estimated $35K.
  • Optimum Investment Advisors first reported a position in United Airlines in Q4 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's United Airlines position peaked at $72K in Q1 2015.
  • 465 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.