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Petrus Trust Company’s United Airlines UAL Stock Holding History

Petrus Trust Company’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
-2,814
Closed -$248K – 319
2019
Q4 		$248K Buy
+2,814
New +$253K 0.04% 187
2019
Q2 		– Sell
-3,622
Closed -$289K – 349
2019
Q1 		$289K Buy
+3,622
New +$306K 0.06% 123
2018
Q4 		– Sell
-2,864
Closed -$255K – 307
2018
Q3 		$255K Buy
+2,864
New +$236K 0.06% 133

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
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

Petrus Trust Company's UAL Position: Q1 2020 in Review

Petrus Trust Company sold out of United Airlines (UAL) in Q1 2020, closing a stake of 2,814 shares — an estimated $248K sold.

Petrus Trust Company first reported a position in UAL in Q3 2018 and held it in 3 quarters. The position peaked at $289K in Q1 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Petrus Trust Company reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • Petrus Trust Company sold 2,814 United Airlines shares in Q1 2020, an estimated $248K.
  • Petrus Trust Company first reported a position in United Airlines in Q3 2018 and held it in 3 quarters.
  • Petrus Trust Company's United Airlines position peaked at $289K in Q1 2019.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Petrus Trust Company's 13F filing for Q1 2020, filed 15 May 2020.