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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return