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Simon Quick Advisors’s United Airlines UAL Stock Holding History

Simon Quick Advisors’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
-117
Closed -$10K – 703
2019
Q4 		$10K Buy
+117
New +$10.5K ﹤0.01% 403
2018
Q1 		– Sell
-10
Closed -$1K – 416
2017
Q4 		$1K Buy
+10
New +$623 ﹤0.01% 434

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Simon Quick Advisors's UAL Position: Q1 2020 in Review

Simon Quick Advisors sold out of United Airlines (UAL) in Q1 2020, closing a stake of 117 shares — an estimated $10K sold.

Simon Quick Advisors first reported a position in UAL in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 524 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Simon Quick Advisors reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 117 United Airlines shares in Q1 2020, an estimated $10K.
  • Simon Quick Advisors first reported a position in United Airlines in Q4 2017 and held it in 2 quarters.
  • Simon Quick Advisors's United Airlines position peaked at $10K in Q4 2019.
  • 524 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.