OCM
UAL icon

Osterweis Capital Management’s United Airlines UAL Stock Holding History

Osterweis Capital Management’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
2017
Q1 		– Sell
-300
Closed -$22K – 101
2016
Q4 		$22K Buy
+300
New +$19.1K ﹤0.01% 85

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Osterweis Capital Management's UAL Position: Q1 2017 in Review

Osterweis Capital Management sold out of United Airlines (UAL) in Q1 2017, closing a stake of 300 shares — an estimated $22K sold.

Osterweis Capital Management first reported a position in UAL in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Osterweis Capital Management reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Osterweis Capital Management sold 300 United Airlines shares in Q1 2017, an estimated $22K.
  • Osterweis Capital Management first reported a position in United Airlines in Q4 2016 and held it in 1 quarter.
  • Osterweis Capital Management's United Airlines position peaked at $22K in Q4 2016.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Osterweis Capital Management's 13F filing for Q1 2017, filed 15 May 2017.