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Unison Advisors’s United Airlines UAL Stock Holding History

Unison 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
2021
Q2 		– Sell
-63,286
Closed -$3.64M – 195
2021
Q1 		$3.64M Hold
63,286
– – 0.7% 29
2020
Q4 		$2.74M Hold
63,286
– – 0.62% 38
2020
Q3 		$2.2M Hold
63,286
– – 0.64% 39
2020
Q2 		$2.19M Buy
63,286
+47,641
+305% +$1.43M 0.73% 28
2020
Q1 		$493K Hold
15,645
– – 0.53% 66
2019
Q4 		$1.38M Hold
15,645
– – 0.99% 39
2019
Q3 		$1.38M Hold
15,645
– – 1.06% 36
2019
Q2 		$1.37M Hold
15,645
– – 1.03% 38
2019
Q1 		$1.25M Hold
15,645
– – 0.92% 45
2018
Q4 		$1.31M Hold
15,645
– – 1.04% 25
2018
Q3 		$1.39M Hold
15,645
– – 0.98% 34
2018
Q2 		$1.09M Hold
15,645
– – 0.8% 51
2018
Q1 		$1.09M Hold
15,645
– – 0.81% 56
2017
Q4 		$1.05M Buy
+15,645
New +$975K 0.77% 64

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B 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