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Regent Investment Management’s United Airlines UAL Stock Holding History

Regent Investment 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
Q2 		– Sell
-6,650
Closed -$210K – 193
2020
Q1 		$210K Sell
6,650
-2,040
-23% -$135K 0.09% 162
2019
Q4 		$766K Hold
8,690
– – 0.23% 101
2019
Q3 		$768K Buy
8,690
+400
+5% +$35.4K 0.25% 105
2019
Q2 		$726K Hold
8,290
– – 0.24% 107
2019
Q1 		$661K Buy
8,290
+1,990
+32% +$168K 0.22% 111
2018
Q4 		$527K Buy
6,300
+953
+18% +$83.7K 0.2% 123
2018
Q3 		$476K Sell
5,347
-1,653
-24% -$136K 0.15% 138
2018
Q2 		$488K Buy
7,000
+1,000
+17% +$69.5K 0.16% 132
2018
Q1 		$417K Buy
6,000
+100
+2% +$6.91K 0.14% 142
2017
Q4 		$398K Sell
5,900
-2,200
-27% -$137K 0.13% 155
2017
Q3 		$493K Buy
+8,100
New +$540K 0.17% 138

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $3.44B AUM 28.5% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return