SIP
UAL icon

Stoneridge Investment Partners’s United Airlines UAL Stock Holding History

Stoneridge Investment Partners’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
-15,577
Closed -$539K – 138
2020
Q2 		$539K Buy
15,577
+4,431
+40% +$133K 0.23% 89
2020
Q1 		$352K Buy
+11,146
New +$737K 0.16% 98
2015
Q4 		– Sell
-71,209
Closed -$3.78M – 310
2015
Q3 		$3.78M Buy
71,209
+600
+0.8% +$33.8K 0.53% 51
2015
Q2 		$3.74M Buy
70,609
+925
+1% +$53.5K 0.46% 57
2015
Q1 		$4.69M Buy
69,684
+9,649
+16% +$654K 0.55% 53
2014
Q4 		$4.02M Sell
60,035
-36,260
-38% -$2.01M 0.53% 64
2014
Q3 		$4.51M Buy
96,295
+520
+0.5% +$24.1K 0.67% 48
2014
Q2 		$3.93M Buy
95,775
+29,303
+44% +$1.26M 0.59% 56
2014
Q1 		$2.97M Sell
66,472
-1,700
-2% -$76.5K 0.57% 59
2013
Q4 		$2.58M Buy
68,172
+1,900
+3% +$66.5K 0.49% 67
2013
Q3 		$2.04M Buy
+66,272
New +$2.13M 0.45% 67

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