Security National Trust’s United Airlines UAL Stock Holding History

Security National 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
2019 Q2	–	Sell	-83	Closed	-$7K	–	378
2019 Q1	$7K	Sell	83 -75	-47%	-$6.33K	﹤0.01%	348
2018 Q4	$13K	Hold	158	–	–	﹤0.01%	307
2018 Q3	$14K	Sell	158 -111	-41%	-$9.15K	﹤0.01%	320
2018 Q2	$19K	Hold	269	–	–	0.01%	311
2018 Q1	$19K	Sell	269 -197	-42%	-$13.6K	0.01%	307
2017 Q4	$31K	Hold	466	–	–	0.01%	283
2017 Q3	$28K	Hold	466	–	–	0.01%	292
2017 Q2	$35K	Hold	466	–	–	0.01%	302
2017 Q1	$33K	Hold	466	–	–	0.01%	300
2016 Q4	$34K	Hold	466	–	–	0.01%	301
2016 Q3	$24K	Hold	466	–	–	0.01%	329
2016 Q2	$19K	Hold	466	–	–	0.01%	334
2016 Q1	$28K	Hold	466	–	–	0.01%	312
2015 Q4	$27K	Hold	466	–	–	0.01%	307
2015 Q3	$25K	Hold	466	–	–	0.01%	317
2015 Q2	$25K	Hold	466	–	–	0.01%	327
2015 Q1	$31K	Hold	466	–	–	0.01%	320
2014 Q4	$31K	Buy	+466	New	+$25.8K	0.01%	311

Other funds holding UAL

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Security National Trust's UAL Position: Q2 2019 in Review

Security National Trust sold out of United Airlines (UAL) in Q2 2019, closing a stake of 83 shares — an estimated $7K sold.

Security National Trust first reported a position in UAL in Q4 2014 and held it in 18 quarters. The position peaked at $35K in Q2 2017. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

Security National Trust reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
Security National Trust sold 83 United Airlines shares in Q2 2019, an estimated $7K.
Security National Trust first reported a position in United Airlines in Q4 2014 and held it in 18 quarters.
Security National Trust's United Airlines position peaked at $35K in Q2 2017.
577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on Security National Trust's 13F filing for Q2 2019, filed 15 Aug 2019.