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United Asset Strategies’s United Airlines UAL Stock Holding History

United Asset Strategies’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
-6,255
Closed -$551K – 213
2019
Q4 		$551K Sell
6,255
-5
-0.1% -$449 0.11% 146
2019
Q3 		$553K Buy
6,260
+80
+1% +$7.07K 0.12% 133
2019
Q2 		$541K Buy
6,180
+35
+0.6% +$2.96K 0.12% 133
2019
Q1 		$490K Buy
6,145
+405
+7% +$34.2K 0.12% 143
2018
Q4 		$481K Buy
+5,740
New +$504K 0.13% 132

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

United Asset Strategies's UAL Position: Q1 2020 in Review

United Asset Strategies sold out of United Airlines (UAL) in Q1 2020, closing a stake of 6,255 shares — an estimated $551K sold.

United Asset Strategies first reported a position in UAL in Q4 2018 and held it in 5 quarters. The position peaked at $553K in Q3 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • United Asset Strategies reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 6,255 United Airlines shares in Q1 2020, an estimated $551K.
  • United Asset Strategies first reported a position in United Airlines in Q4 2018 and held it in 5 quarters.
  • United Asset Strategies's United Airlines position peaked at $553K in Q3 2019.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.