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 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sharkey, Howes & Javer's UAL Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of United Airlines (UAL) in Q3 2019, closing a stake of 44 shares — an estimated $4K sold.

Sharkey, Howes & Javer first reported a position in UAL in Q2 2015 and held it in 17 quarters. The position peaked at $4K in Q2 2019. 579 funds tracked by Wall St. Rank hold UAL as of Q3 2019.

Sharkey, Howes & Javer reported no remaining United Airlines position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 44 United Airlines shares in Q3 2019, an estimated $4K.
Sharkey, Howes & Javer first reported a position in United Airlines in Q2 2015 and held it in 17 quarters.
Sharkey, Howes & Javer's United Airlines position peaked at $4K in Q2 2019.
579 funds tracked by Wall St. Rank held United Airlines as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.