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USCA RIA’s United Airlines UAL Stock Holding History

USCA RIA’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
-2,892
Closed -$255K – 473
2019
Q4 		$255K Sell
2,892
-475
-14% -$42.6K 0.02% 409
2019
Q3 		$298K Buy
3,367
+500
+17% +$44.2K 0.03% 372
2019
Q2 		$251K Sell
2,867
-33
-1% -$2.79K 0.03% 384
2019
Q1 		$231K Hold
2,900
– – 0.03% 384
2018
Q4 		$243K Hold
2,900
– – 0.03% 359
2018
Q3 		$258K Hold
2,900
– – 0.03% 406
2018
Q2 		$202K Sell
2,900
-1,000
-26% -$69.5K 0.02% 426
2018
Q1 		$271K Hold
3,900
– – 0.03% 381
2017
Q4 		$263K Sell
3,900
-150
-4% -$9.35K 0.03% 377
2017
Q3 		$305K Hold
4,050
– – 0.04% 347
2017
Q2 		$305K Hold
4,050
– – 0.04% 350
2017
Q1 		$286K Hold
4,050
– – 0.04% 349
2016
Q4 		$295K Sell
4,050
-100
-2% -$6.37K 0.05% 327
2016
Q3 		$218K Buy
+4,150
New +$200K 0.04% 345
2016
Q2 		– Sell
-4,501
Closed -$269K – 390
2016
Q1 		$269K Sell
4,501
-1,373
-23% -$72.9K 0.05% 294
2015
Q4 		$337K Buy
5,874
+1,973
+51% +$114K 0.07% 259
2015
Q3 		$207K Hold
3,901
– – 0.05% 323
2015
Q2 		$207K Hold
3,901
– – 0.05% 318
2015
Q1 		$262K Hold
3,901
– – 0.07% 277
2014
Q4 		$261K Buy
+3,901
New +$216K 0.07% 265
2014
Q3 		– Sell
-8,101
Closed -$333K – 341
2014
Q2 		$333K Buy
8,101
+200
+3% +$8.62K 0.11% 204
2014
Q1 		$353K Sell
7,901
-1,700
-18% -$76.5K 0.13% 183
2013
Q4 		$363K Buy
9,601
+600
+7% +$21K 0.14% 173
2013
Q3 		$276K Buy
+9,001
New +$290K 0.13% 191

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

USCA RIA's UAL Position: Q1 2020 in Review

USCA RIA sold out of United Airlines (UAL) in Q1 2020, closing a stake of 2,892 shares — an estimated $255K sold.

USCA RIA first reported a position in UAL in Q3 2013 and held it in 24 quarters. The position peaked at $363K in Q4 2013. 524 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • USCA RIA reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • USCA RIA sold 2,892 United Airlines shares in Q1 2020, an estimated $255K.
  • USCA RIA first reported a position in United Airlines in Q3 2013 and held it in 24 quarters.
  • USCA RIA's United Airlines position peaked at $363K in Q4 2013.
  • 524 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.