RFM
UAL icon

Royal Fund Management’s United Airlines UAL Stock Holding History

Royal Fund 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
2019
Q4 		– Sell
-339
Closed -$29K – 706
2019
Q3 		$29K Hold
339
– – 0.01% 282
2019
Q2 		$29K Hold
339
– – 0.01% 275
2019
Q1 		$27K Hold
339
– – 0.01% 266
2018
Q4 		$28K Hold
339
– – 0.01% 227
2018
Q3 		$30K Hold
339
– – 0.01% 233
2018
Q2 		$23K Hold
339
– – 0.01% 273
2018
Q1 		$23K Sell
339
-1,350
-80% -$93.3K 0.01% 267
2017
Q4 		$113K Buy
1,689
+1,350
+398% +$84.2K 0.04% 150
2017
Q3 		$20K Hold
339
– – 0.01% 246
2017
Q2 		$25K Hold
339
– – 0.01% 205
2017
Q1 		$23K Hold
339
– – 0.01% 206
2016
Q4 		$24K Buy
+339
New +$21.6K 0.01% 186

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Royal Fund Management's UAL Position: Q4 2019 in Review

Royal Fund Management sold out of United Airlines (UAL) in Q4 2019, closing a stake of 339 shares — an estimated $29K sold.

Royal Fund Management first reported a position in UAL in Q4 2016 and held it in 12 quarters. The position peaked at $113K in Q4 2017. 603 funds tracked by Wall St. Rank hold UAL as of Q4 2019.

  • Royal Fund Management reported no remaining United Airlines position as of Q4 2019 after selling out during the quarter.
  • Royal Fund Management sold 339 United Airlines shares in Q4 2019, an estimated $29K.
  • Royal Fund Management first reported a position in United Airlines in Q4 2016 and held it in 12 quarters.
  • Royal Fund Management's United Airlines position peaked at $113K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held United Airlines as of Q4 2019.

Based on Royal Fund Management's 13F filing for Q4 2019, filed 11 May 2020.