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Point View Wealth Management’s United Airlines UAL Stock Holding History

Point View Wealth Management’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
Q4 		$226K Buy
+5,234
New +$212K 0.09% 239
2020
Q2 		– Sell
-6,793
Closed -$214K – 264
2020
Q1 		$214K Buy
6,793
+100
+1% +$6.61K 0.12% 212
2019
Q4 		$590K Buy
6,693
+105
+2% +$9.42K 0.24% 134
2019
Q3 		$582K Buy
6,588
+228
+4% +$20.1K 0.26% 124
2019
Q2 		$557K Hold
6,360
– – 0.24% 138
2019
Q1 		$507K Sell
6,360
-26
-0.4% -$2.19K 0.23% 138
2018
Q4 		$535K Hold
6,386
– – 0.27% 125
2018
Q3 		$569K Sell
6,386
-133
-2% -$11K 0.25% 131
2018
Q2 		$455K Sell
6,519
-317
-5% -$22K 0.21% 150
2018
Q1 		$475K Hold
6,836
– – 0.23% 143
2017
Q4 		$461K Hold
6,836
– – 0.22% 146
2017
Q3 		$417K Sell
6,836
-175
-2% -$11.7K 0.2% 156
2017
Q2 		$528K Hold
7,011
– – 0.26% 133
2017
Q1 		$495K Buy
7,011
+442
+7% +$31.9K 0.26% 139
2016
Q4 		$479K Hold
6,569
– – 0.28% 127
2016
Q3 		$345K Hold
6,569
– – 0.2% 153
2016
Q2 		$270K Hold
6,569
– – 0.16% 178
2016
Q1 		$393K Hold
6,569
– – 0.25% 129
2015
Q4 		$376K Hold
6,569
– – 0.27% 127
2015
Q3 		$348K Sell
6,569
-49
-0.7% -$2.76K 0.28% 120
2015
Q2 		$351K Buy
6,618
+49
+0.7% +$2.84K 0.27% 126
2015
Q1 		$442K Sell
6,569
-323
-5% -$21.9K 0.34% 105
2014
Q4 		$461K Sell
6,892
-557
-7% -$30.8K 0.34% 97
2014
Q3 		$349K Sell
7,449
-743
-9% -$34.5K 0.3% 124
2014
Q2 		$336K Buy
8,192
+52
+0.6% +$2.24K 0.29% 122
2014
Q1 		$363K Sell
8,140
-71
-0.9% -$3.19K 0.33% 109
2013
Q4 		$311K Buy
+8,211
New +$288K 0.3% 119

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Point View Wealth Management's UAL Position: Q4 2020 in Review

Point View Wealth Management opened a new position in United Airlines (UAL) in Q4 2020: 5,234 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #239 among its holdings. This is a return to the name: Point View Wealth Management previously reported a position in UAL as recently as Q1 2020.

Point View Wealth Management first reported a position in UAL in Q4 2013 and has held it in 27 quarters since. The position peaked at $590K in Q4 2019. 551 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

  • Point View Wealth Management held 5,234 shares of United Airlines worth $226K as of Q4 2020.
  • United Airlines was a new Point View Wealth Management position in Q4 2020.
  • United Airlines made up 0.09% of Point View Wealth Management's portfolio in Q4 2020, its #239 holding.
  • Point View Wealth Management first reported a position in United Airlines in Q4 2013 and has held it in 27 quarters since.
  • Point View Wealth Management's United Airlines position peaked at $590K in Q4 2019.
  • 551 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.