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Scopus Asset Management’s United Airlines UAL Stock Holding History

Scopus Asset 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
2021
Q2 		– Sell
-10,000
Closed -$575K – 460
2021
Q1 		$575K Buy
+10,000
New +$488K 0.01% 350

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scopus Asset Management's UAL Position: Q3 2021 in Review

Scopus Asset Management sold out of United Airlines (UAL) in Q3 2021, closing a stake of 45,201 shares — an estimated $2.13M sold.

Scopus Asset Management first reported a position in UAL in Q4 2017 and held it in 3 quarters. The position peaked at $6.07M in Q4 2017. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

  • Scopus Asset Management reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
  • Scopus Asset Management sold 45,201 United Airlines shares in Q3 2021, an estimated $2.13M.
  • Scopus Asset Management first reported a position in United Airlines in Q4 2017 and held it in 3 quarters.
  • Scopus Asset Management's United Airlines position peaked at $6.07M in Q4 2017.
  • 546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Scopus Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.