Sharkey, Howes & Javer’s United Airlines UAL Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-44	Closed	-$4K	–	170
2019 Q2	$4K	Hold	44	–	–	﹤0.01%	180
2019 Q1	$4K	Hold	44	–	–	﹤0.01%	180
2018 Q4	$4K	Hold	44	–	–	﹤0.01%	177
2018 Q3	$4K	Hold	44	–	–	﹤0.01%	195
2018 Q2	$3K	Hold	44	–	–	﹤0.01%	190
2018 Q1	$3K	Hold	44	–	–	﹤0.01%	180
2017 Q4	$3K	Hold	44	–	–	﹤0.01%	182
2017 Q3	$3K	Hold	44	–	–	﹤0.01%	178
2017 Q2	$3K	Hold	44	–	–	﹤0.01%	177
2017 Q1	$3K	Hold	44	–	–	﹤0.01%	192
2016 Q4	$3K	Hold	44	–	–	﹤0.01%	191
2016 Q3	$2K	Hold	44	–	–	﹤0.01%	202
2016 Q2	$2K	Hold	44	–	–	﹤0.01%	208
2016 Q1	$3K	Hold	44	–	–	﹤0.01%	217
2015 Q4	$3K	Hold	44	–	–	﹤0.01%	216
2015 Q3	$3K	Hold	44	–	–	﹤0.01%	208
2015 Q2	$2K	Buy	+44	New	+$2.55K	﹤0.01%	185

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return