WealthTrust Axiom’s United Airlines UAL Stock Holding History

WealthTrust Axiom’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	-2,500	Closed	-$220K	–	229
2019 Q4	$220K	Buy	+2,500	New	+$224K	0.07%	187

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

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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WealthTrust Axiom's UAL Position: Q1 2020 in Review

WealthTrust Axiom sold out of United Airlines (UAL) in Q1 2020, closing a stake of 2,500 shares — an estimated $220K sold.

WealthTrust Axiom first reported a position in UAL in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

WealthTrust Axiom reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
WealthTrust Axiom sold 2,500 United Airlines shares in Q1 2020, an estimated $220K.
WealthTrust Axiom first reported a position in United Airlines in Q4 2019 and held it in 1 quarter.
WealthTrust Axiom's United Airlines position peaked at $220K in Q4 2019.
523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on WealthTrust Axiom's 13F filing for Q1 2020, filed 10 Apr 2020.