Patten Group’s United Airlines UAL Stock Holding History

Patten Group’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 Q1	–	Sell	-250	Closed	-$21K	–	509
2018 Q4	$21K	Hold	250	–	–	0.01%	367
2018 Q3	$22K	Sell	250 -50	-17%	-$4.12K	0.01%	413
2018 Q2	$21K	Hold	300	–	–	0.01%	403
2018 Q1	$21K	Hold	300	–	–	0.01%	406
2017 Q4	$20K	Hold	300	–	–	0.01%	434
2017 Q3	$18K	Hold	300	–	–	0.01%	429
2017 Q2	$21K	Hold	300	–	–	0.01%	422
2017 Q1	$21K	Sell	300 -100	-25%	-$7.23K	0.01%	406
2016 Q4	$30K	Hold	400	–	–	0.01%	360
2016 Q3	$21.2K	Hold	400	–	–	0.01%	416
2016 Q2	$16.4K	Hold	400	–	–	0.01%	424
2016 Q1	$23.9K	Hold	400	–	–	0.01%	390
2015 Q4	$22.9K	Hold	400	–	–	0.01%	409
2015 Q3	$21.2K	Hold	400	–	–	0.01%	362
2015 Q2	$21.2K	Buy	+400	New	+$23.2K	0.01%	374

Other funds holding UAL

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Patten Group's UAL Position: Q1 2019 in Review

Patten Group sold out of United Airlines (UAL) in Q1 2019, closing a stake of 250 shares — an estimated $21K sold.

Patten Group first reported a position in UAL in Q2 2015 and held it in 15 quarters. The position peaked at $30K in Q4 2016. 606 funds tracked by Wall St. Rank hold UAL as of Q1 2019.

Patten Group reported no remaining United Airlines position as of Q1 2019 after selling out during the quarter.
Patten Group sold 250 United Airlines shares in Q1 2019, an estimated $21K.
Patten Group first reported a position in United Airlines in Q2 2015 and held it in 15 quarters.
Patten Group's United Airlines position peaked at $30K in Q4 2016.
606 funds tracked by Wall St. Rank held United Airlines as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.