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Rational Advisors’s United Airlines UAL Stock Holding History

Rational Advisors’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 		– Sell
-566
Closed -$20K – 575
2020
Q3 		$20K Sell
566
-135
-19% -$4.67K 0.01% 229
2020
Q2 		$24K Buy
+701
New +$21K 0.01% 262
2020
Q1 		– Sell
-982
Closed -$87K – 497
2019
Q4 		$87K Buy
982
+806
+458% +$72.3K 0.04% 309
2019
Q3 		$16K Sell
176
-85
-33% -$7.51K 0.01% 471
2019
Q2 		$23K Sell
261
-1,225
-82% -$104K 0.01% 434
2019
Q1 		$119K Sell
1,486
-15,418
-91% -$1.3M 0.03% 244
2018
Q4 		$1.42M Sell
16,904
-9,648
-36% -$847K 0.44% 57
2018
Q3 		$2.36M Buy
+26,552
New +$2.19M 0.57% 46

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

Rational Advisors's UAL Position: Q4 2020 in Review

Rational Advisors sold out of United Airlines (UAL) in Q4 2020, closing a stake of 566 shares — an estimated $20K sold.

Rational Advisors first reported a position in UAL in Q3 2018 and held it in 8 quarters. The position peaked at $2.36M in Q3 2018. 551 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

  • Rational Advisors reported no remaining United Airlines position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 566 United Airlines shares in Q4 2020, an estimated $20K.
  • Rational Advisors first reported a position in United Airlines in Q3 2018 and held it in 8 quarters.
  • Rational Advisors's United Airlines position peaked at $2.36M in Q3 2018.
  • 551 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.