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Paloma Partners’s United Airlines UAL Stock Holding History

Paloma Partners’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
Q1 		– Sell
-84,600
Closed -$7.45M – 2085
2019
Q4 		$7.45M Buy
84,600
+54,200
+178% +$4.86M 0.11% 143
2019
Q3 		$2.69M Buy
30,400
+19,100
+169% +$1.69M 0.06% 310
2019
Q2 		$989K Buy
+11,300
New +$956K 0.02% 691
2019
Q1 		– Sell
-9,000
Closed -$754K – 1956
2018
Q4 		$754K Sell
9,000
-102,300
-92% -$8.99M 0.02% 536
2018
Q3 		$9.91M Buy
111,300
+94,100
+547% +$7.76M 0.18% 77
2018
Q2 		$1.2M Sell
17,200
-69,400
-80% -$4.82M 0.02% 650
2018
Q1 		$6.02M Buy
86,600
+12,400
+17% +$857K 0.09% 156
2017
Q4 		$5M Sell
74,200
-26,500
-26% -$1.65M 0.07% 280
2017
Q3 		$6.13M Buy
+100,700
New +$6.71M 0.08% 232
2016
Q4 		– Sell
-55,100
Closed -$2.89M – 2150
2016
Q3 		$2.89M Buy
+55,100
New +$2.65M 0.04% 382
2016
Q1 		– Sell
-24,000
Closed -$1.38M – 2077
2015
Q4 		$1.38M Sell
24,000
-55,900
-70% -$3.23M 0.04% 516
2015
Q3 		$4.24M Buy
+79,900
New +$4.51M 0.1% 138

Other funds holding UAL

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paloma Partners's UAL Position: Q3 2021 in Review

Paloma Partners sold out of United Airlines (UAL) in Q3 2021, closing a stake of 4,298 shares — an estimated $225K sold.

Paloma Partners first reported a position in UAL in Q3 2013 and held it in 26 quarters. The position peaked at $13.8M in Q2 2015. 545 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

  • Paloma Partners reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 4,298 United Airlines shares in Q3 2021, an estimated $225K.
  • Paloma Partners first reported a position in United Airlines in Q3 2013 and held it in 26 quarters.
  • Paloma Partners's United Airlines position peaked at $13.8M in Q2 2015.
  • 545 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.