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Shelton Capital Management’s United Airlines UAL Stock Holding History

Shelton Capital 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
2020
Q3 		– Sell
-20,626
Closed -$714K – 798
2020
Q2 		$714K Buy
20,626
+300
+1% +$9K 0.04% 276
2020
Q1 		$641K Sell
20,326
-503
-2% -$33.3K 0.05% 258
2019
Q4 		$1.83M Sell
20,829
-1,200
-5% -$108K 0.1% 178
2019
Q3 		$1.95M Sell
22,029
-4,182
-16% -$370K 0.12% 161
2019
Q2 		$2.29M Buy
26,211
+24,120
+1,154% +$2.04M 0.13% 150
2019
Q1 		$26.2K Buy
+2,091
New +$176K 0.1% 189

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Shelton Capital Management's UAL Position: Q3 2020 in Review

Shelton Capital Management sold out of United Airlines (UAL) in Q3 2020, closing a stake of 20,626 shares — an estimated $714K sold.

Shelton Capital Management first reported a position in UAL in Q1 2019 and held it in 6 quarters. The position peaked at $2.29M in Q2 2019. 472 funds tracked by Wall St. Rank hold UAL as of Q3 2020.

  • Shelton Capital Management reported no remaining United Airlines position as of Q3 2020 after selling out during the quarter.
  • Shelton Capital Management sold 20,626 United Airlines shares in Q3 2020, an estimated $714K.
  • Shelton Capital Management first reported a position in United Airlines in Q1 2019 and held it in 6 quarters.
  • Shelton Capital Management's United Airlines position peaked at $2.29M in Q2 2019.
  • 472 funds tracked by Wall St. Rank held United Airlines as of Q3 2020.

Based on Shelton Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.