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Sageworth Trust’s United Airlines UAL Stock Holding History

Sageworth Trust’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
Q3 		– Sell
-7
Closed – – 337
2020
Q2 		$0 Buy
+7
New +$210 ﹤0.01% 339
2018
Q1 		– Sell
-20
Closed -$1K – 180
2017
Q4 		$1K Buy
+20
New +$1.25K ﹤0.01% 113

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Sageworth Trust's UAL Position: Q3 2020 in Review

Sageworth Trust sold out of United Airlines (UAL) in Q3 2020, closing a stake of 7 shares.

Sageworth Trust first reported a position in UAL in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 473 funds tracked by Wall St. Rank hold UAL as of Q3 2020.

  • Sageworth Trust reported no remaining United Airlines position as of Q3 2020 after selling out during the quarter.
  • Sageworth Trust sold 7 United Airlines shares in Q3 2020.
  • Sageworth Trust first reported a position in United Airlines in Q4 2017 and held it in 2 quarters.
  • Sageworth Trust's United Airlines position peaked at $1K in Q4 2017.
  • 473 funds tracked by Wall St. Rank held United Airlines as of Q3 2020.

Based on Sageworth Trust's 13F filing for Q3 2020, filed 4 Nov 2020.