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Shine Investment Advisory Services’s United Airlines UAL Stock Holding History

Shine Investment Advisory Services’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 		$4K Hold
125
– – ﹤0.01% 662
2020
Q2 		$4K Hold
125
– – ﹤0.01% 673
2020
Q1 		$4K Buy
+125
New +$8.27K ﹤0.01% 643

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 $1.04B AUM 73.31% 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

Shine Investment Advisory Services's UAL Position: Q3 2020 in Review

Shine Investment Advisory Services held its United Airlines (UAL) position steady in Q3 2020 at 125 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Shine Investment Advisory Services first reported a position in UAL in Q1 2020 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold UAL as of Q3 2020.

  • Shine Investment Advisory Services held 125 shares of United Airlines worth $4K as of Q3 2020.
  • Shine Investment Advisory Services left its United Airlines share count unchanged in Q3 2020.
  • United Airlines made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #662 holding.
  • Shine Investment Advisory Services first reported a position in United Airlines in Q1 2020 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held United Airlines as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.