Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAM
Wealthspire Advisors (Maryland)’s
United Airlines
UAL
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-1,068
Closed
-$85K
–
1972
2019
Q1
$85K
Sell
1,068
-49
-4%
-$4.13K
0.01%
700
2018
Q4
$94K
Sell
1,117
-2
-0.2%
-$176
0.01%
626
2018
Q3
$100K
Sell
1,119
-13
-1%
-$1.07K
0.01%
686
2018
Q2
$79K
Sell
1,132
-45
-4%
-$3.13K
0.01%
802
2018
Q1
$82K
Sell
1,177
-209
-15%
-$14.4K
0.01%
787
2017
Q4
$93K
Buy
1,386
+339
+32%
+$21.1K
0.01%
739
2017
Q3
$64K
Sell
1,047
-133
-11%
-$8.86K
0.01%
883
2017
Q2
$89K
Sell
1,180
-59
-5%
-$4.46K
0.01%
736
2017
Q1
$88K
Sell
1,239
-366
-23%
-$26.5K
0.01%
647
2016
Q4
$117K
Buy
1,605
+719
+81%
+$45.8K
0.02%
528
2016
Q3
$46K
Buy
886
+421
+91%
+$20.3K
0.01%
800
2016
Q2
$19K
Buy
465
+253
+119%
+$12K
﹤0.01%
1013
2016
Q1
$13K
Sell
212
-96
-31%
-$5.1K
﹤0.01%
1126
2015
Q4
$18K
Buy
+308
New
+$17.8K
﹤0.01%
1004
Other funds holding UAL
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
PCM
PAR Capital Management
Boston, Massachusetts
$3.44B AUM
28.5%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
ACM
Altimeter Capital Management
Boston, Massachusetts
$5.7B AUM
36.74%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LPU
Lansdowne Partners (UK)
London, United Kingdom
$1.87B AUM
61.55%
1-Year Est. Return
Newport Trust Company
Washington, District of Columbia
$40.7B AUM
24.62%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close