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Squar Milner Financial Services’s United Airlines UAL Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-24
Closed – – 682
2020
Q1 		$0 Sell
24
-70
-74% -$4.63K ﹤0.01% 865
2019
Q4 		$8K Buy
+94
New +$8.44K ﹤0.01% 606
2019
Q3 		– Sell
-24
Closed -$2K – 680
2019
Q2 		$2K Sell
24
-70
-74% -$5.92K ﹤0.01% 753
2019
Q1 		$7K Hold
94
– – 0.01% 607
2018
Q4 		$8K Hold
94
– – 0.01% 511
2018
Q3 		$8K Hold
94
– – 0.01% 545
2018
Q2 		$7K Buy
+94
New +$6.53K 0.01% 657

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's UAL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of United Airlines (UAL) in Q2 2020, closing a stake of 24 shares.

Squar Milner Financial Services first reported a position in UAL in Q2 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 466 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 24 United Airlines shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in United Airlines in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's United Airlines position peaked at $8K in Q4 2019.
  • 466 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.