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Shepherd Kaplan Krochuk’s United Airlines UAL Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-12,029
Closed -$1.06M – 171
2019
Q4 		$1.06M Hold
12,029
– – 0.87% 36
2019
Q3 		$1.06M Hold
12,029
– – 0.91% 30
2019
Q2 		$1.05M Hold
12,029
– – 0.88% 35
2019
Q1 		$960K Hold
12,029
– – 0.7% 43
2018
Q4 		$1.01M Hold
12,029
– – 0.82% 36
2018
Q3 		$1.07M Hold
12,029
– – 0.62% 43
2018
Q2 		$839K Hold
12,029
– – 0.58% 53
2018
Q1 		$836K Hold
12,029
– – 0.58% 50
2017
Q4 		$811K Hold
12,029
– – 0.55% 61
2017
Q3 		$732K Hold
12,029
– – 0.68% 50
2017
Q2 		$905K Hold
12,029
– – 0.57% 48
2017
Q1 		$850K Sell
12,029
-171
-1% -$12.4K 0.44% 53
2016
Q4 		$889K Sell
12,200
-1,883
-13% -$120K 0.26% 52
2016
Q3 		$739K Sell
14,083
-5,905
-30% -$284K 0.16% 82
2016
Q2 		$820K Buy
19,988
+14,083
+238% +$666K 0.21% 72
2016
Q1 		$353K Sell
5,905
-1,673
-22% -$88.8K 0.11% 138
2015
Q4 		$434K Buy
+7,578
New +$438K 0.13% 131
2015
Q1 		– Sell
-3,050
Closed -$204K – 480
2014
Q4 		$204K Buy
+3,050
New +$169K 0.03% 342

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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 $3.44B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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