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Wedge Capital Management’s United Airlines UAL Stock Holding History

Wedge Capital Management’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
Q2 		– Sell
-323,087
Closed -$10.2M – 575
2020
Q1 		$10.2M Buy
323,087
+166,618
+106% +$11M 0.18% 165
2019
Q4 		$13.8M Sell
156,469
-785
-0.5% -$70.5K 0.15% 197
2019
Q3 		$13.9M Sell
157,254
-3,338
-2% -$295K 0.16% 173
2019
Q2 		$14.1M Sell
160,592
-977
-0.6% -$82.7K 0.16% 166
2019
Q1 		$12.9M Buy
161,569
+13,094
+9% +$1.11M 0.15% 185
2018
Q4 		$12.4M Sell
148,475
-52,615
-26% -$4.62M 0.15% 186
2018
Q3 		$17.9M Sell
201,090
-39,146
-16% -$3.23M 0.17% 165
2018
Q2 		$16.8M Sell
240,236
-5,813
-2% -$404K 0.16% 169
2018
Q1 		$17.1M Sell
246,049
-53,570
-18% -$3.7M 0.16% 158
2017
Q4 		$20.2M Sell
299,619
-32,166
-10% -$2.01M 0.18% 155
2017
Q3 		$20.2M Buy
331,785
+31,149
+10% +$2.07M 0.19% 155
2017
Q2 		$22.6M Sell
300,636
-33,836
-10% -$2.55M 0.22% 147
2017
Q1 		$23.6M Buy
334,472
+12,775
+4% +$923K 0.23% 134
2016
Q4 		$23.4M Sell
321,697
-103,494
-24% -$6.59M 0.23% 144
2016
Q3 		$22.3M Sell
425,191
-25,742
-6% -$1.24M 0.22% 134
2016
Q2 		$18.5M Buy
+450,933
New +$21.3M 0.19% 145

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wedge Capital Management's UAL Position: Q2 2020 in Review

Wedge Capital Management sold out of United Airlines (UAL) in Q2 2020, closing a stake of 323,087 shares — an estimated $10.2M sold.

Wedge Capital Management first reported a position in UAL in Q2 2016 and held it in 16 quarters. The position peaked at $23.6M in Q1 2017. 466 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Wedge Capital Management reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Wedge Capital Management sold 323,087 United Airlines shares in Q2 2020, an estimated $10.2M.
  • Wedge Capital Management first reported a position in United Airlines in Q2 2016 and held it in 16 quarters.
  • Wedge Capital Management's United Airlines position peaked at $23.6M in Q1 2017.
  • 466 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Wedge Capital Management's 13F filing for Q2 2020, filed 10 Jul 2020.