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Personal Wealth Partners’s United Airlines UAL Stock Holding History

Personal Wealth 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
-19
Closed -$2K – 572
2019
Q4 		$2K Hold
19
– – ﹤0.01% 368
2019
Q3 		$2K Buy
+19
New +$1.68K ﹤0.01% 376

Other funds holding UAL

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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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Personal Wealth Partners's UAL Position: Q1 2020 in Review

Personal Wealth Partners sold out of United Airlines (UAL) in Q1 2020, closing a stake of 19 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in UAL in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Personal Wealth Partners reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 19 United Airlines shares in Q1 2020, an estimated $2K.
  • Personal Wealth Partners first reported a position in United Airlines in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's United Airlines position peaked at $2K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.