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Systematic Financial Management’s United Airlines UAL Stock Holding History

Systematic Financial Management’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
-73
Closed -$6K – 523
2019
Q4 		$6K Sell
73
-511
-88% -$45.9K ﹤0.01% 493
2019
Q3 		$52K Sell
584
-48,211
-99% -$4.26M ﹤0.01% 493
2019
Q2 		$4.27M Sell
48,795
-45,658
-48% -$3.86M 0.17% 142
2019
Q1 		$7.54M Sell
94,453
-68,073
-42% -$5.75M 0.26% 131
2018
Q4 		$13.6M Buy
162,526
+58,881
+57% +$5.17M 0.42% 78
2018
Q3 		$9.23M Buy
+103,645
New +$8.55M 0.22% 172
2018
Q1 		– Sell
-27,729
Closed -$1.87M – 679
2017
Q4 		$1.87M Buy
27,729
+1,925
+7% +$120K 0.04% 281
2017
Q3 		$1.57M Sell
25,804
-319,449
-93% -$21.3M 0.03% 385
2017
Q2 		$26M Buy
345,253
+40,639
+13% +$3.07M 0.48% 56
2017
Q1 		$21.5M Buy
304,614
+224,688
+281% +$16.2M 0.38% 80
2016
Q4 		$5.83M Sell
79,926
-61,019
-43% -$3.89M 0.09% 248
2016
Q3 		$7.39M Sell
140,945
-4,492
-3% -$216K 0.1% 222
2016
Q2 		$5.97M Sell
145,437
-29,950
-17% -$1.42M 0.08% 230
2016
Q1 		$10.5M Sell
175,387
-6,179
-3% -$328K 0.13% 180
2015
Q4 		$10.4M Sell
181,566
-4,676
-3% -$270K 0.11% 180
2015
Q3 		$9.88M Sell
186,242
-20,381
-10% -$1.15M 0.1% 215
2015
Q2 		$11M Sell
206,623
-32,568
-14% -$1.89M 0.09% 232
2015
Q1 		$16.1M Sell
239,191
-55,712
-19% -$3.77M 0.13% 172
2014
Q4 		$19.7M Sell
294,903
-77,711
-21% -$4.3M 0.15% 151
2014
Q3 		$17.4M Sell
372,614
-711,367
-66% -$33M 0.13% 169
2014
Q2 		$44.5M Sell
1,083,981
-2,036,084
-65% -$87.7M 0.3% 100
2014
Q1 		$139M Buy
3,120,065
+2,602,077
+502% +$117M 0.96% 15
2013
Q4 		$19.6M Buy
+517,988
New +$18.1M 0.14% 162

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Systematic Financial Management's UAL Position: Q1 2020 in Review

Systematic Financial Management sold out of United Airlines (UAL) in Q1 2020, closing a stake of 73 shares — an estimated $6K sold.

Systematic Financial Management first reported a position in UAL in Q4 2013 and held it in 23 quarters. The position peaked at $139M in Q1 2014. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Systematic Financial Management reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • Systematic Financial Management sold 73 United Airlines shares in Q1 2020, an estimated $6K.
  • Systematic Financial Management first reported a position in United Airlines in Q4 2013 and held it in 23 quarters.
  • Systematic Financial Management's United Airlines position peaked at $139M in Q1 2014.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Systematic Financial Management's 13F filing for Q1 2020, filed 12 May 2020.