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Realta Investment Advisors’s United Airlines UAL Stock Holding History

Realta Investment 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
Q1 		– Sell
-72
Closed -$7K – 1314
2019
Q4 		$7K Hold
72
– – ﹤0.01% 1263
2019
Q3 		$6K Hold
72
– – ﹤0.01% 1287
2019
Q2 		$6K Buy
+72
New +$6.09K ﹤0.01% 1331

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

Realta Investment Advisors's UAL Position: Q1 2020 in Review

Realta Investment Advisors sold out of United Airlines (UAL) in Q1 2020, closing a stake of 72 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in UAL in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Realta Investment Advisors reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 72 United Airlines shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in United Airlines in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's United Airlines position peaked at $7K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.