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Sullivan, Bruyette, Speros & Blaney’s United Airlines UAL Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$169K Sell
2,937
-37
-1% -$1.81K 0.01% 335
2020
Q4 		$129K Buy
2,974
+32
+1% +$1.29K 0.01% 360
2020
Q3 		$102K Sell
2,942
-1,011
-26% -$35K 0.01% 345
2020
Q2 		$137K Buy
+3,953
New +$119K 0.01% 280

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's UAL Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its United Airlines (UAL) stake by 1.2% in Q1 2021, selling an estimated $1.81K and leaving 2,937 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #335.

Sullivan, Bruyette, Speros & Blaney first reported a position in UAL in Q2 2020 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold UAL as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,937 shares of United Airlines worth $169K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 37 United Airlines shares in Q1 2021, an estimated $1.81K.
  • United Airlines made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #335 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in United Airlines in Q2 2020 and has held it in 4 quarters since.
  • 577 funds tracked by Wall St. Rank held United Airlines as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.