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Palo Capital’s United Airlines UAL Stock Holding History

Palo Capital’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
2018
Q4 		$659K Hold
7,874
– – 0.28% 94
2018
Q3 		$701K Sell
7,874
-1,675
-18% -$138K 0.25% 101
2018
Q2 		$666K Sell
9,549
-252
-3% -$17.5K 0.24% 109
2018
Q1 		$681K Sell
9,801
-300
-3% -$20.7K 0.25% 110
2017
Q4 		$681K Sell
10,101
-245
-2% -$15.3K 0.3% 90
2017
Q3 		$630K Sell
10,346
-462
-4% -$30.8K 0.33% 90
2017
Q2 		$813K Buy
10,808
+460
+4% +$34.7K 0.46% 79
2017
Q1 		$731K Sell
10,348
-1,286
-11% -$92.9K 0.43% 83
2016
Q4 		$848K Sell
11,634
-3,208
-22% -$204K 0.53% 68
2016
Q3 		$779K Sell
14,842
-10,292
-41% -$495K 0.54% 65
2016
Q2 		$1.03M Buy
25,134
+8,063
+47% +$382K 0.35% 84
2016
Q1 		$1.02M Sell
17,071
-8,650
-34% -$459K 0.81% 53
2015
Q4 		$1.47M Sell
25,721
-354
-1% -$20.4K 1.34% 17
2015
Q3 		$1.38M Sell
26,075
-1,055
-4% -$59.5K 1.21% 20
2015
Q2 		$1.44M Sell
27,130
-2,715
-9% -$157K 1.13% 22
2015
Q1 		$1.98M Sell
29,845
-4,360
-13% -$295K 1.61% 12
2014
Q4 		$2.29M Buy
+34,205
New +$1.89M 1.92% 4

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Palo Capital's UAL Position: Q4 2018 in Review

Palo Capital held its United Airlines (UAL) position steady in Q4 2018 at 7,874 shares worth $659K. The position accounts for 0.28% of the portfolio, ranked #94.

Palo Capital first reported a position in UAL in Q4 2014 and has held it in 17 quarters since. The position peaked at $2.29M in Q4 2014. 630 funds tracked by Wall St. Rank hold UAL as of Q4 2018.

  • Palo Capital held 7,874 shares of United Airlines worth $659K as of Q4 2018.
  • Palo Capital left its United Airlines share count unchanged in Q4 2018.
  • United Airlines made up 0.28% of Palo Capital's portfolio in Q4 2018, its #94 holding.
  • Palo Capital first reported a position in United Airlines in Q4 2014 and has held it in 17 quarters since.
  • Palo Capital's United Airlines position peaked at $2.29M in Q4 2014.
  • 630 funds tracked by Wall St. Rank held United Airlines as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.