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Weik Capital Management’s United Airlines UAL Stock Holding History

Weik 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
-9,155
Closed -$289K – 112
2020
Q1 		$289K Buy
9,155
+1,200
+15% +$79.3K 0.16% 92
2019
Q4 		$701K Hold
7,955
– – 0.32% 67
2019
Q3 		$703K Buy
7,955
+460
+6% +$40.7K 0.34% 61
2019
Q2 		$656K Buy
+7,495
New +$634K 0.31% 63

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Weik Capital Management sold out of United Airlines (UAL) in Q2 2020, closing a stake of 9,155 shares — an estimated $289K sold.

Weik Capital Management first reported a position in UAL in Q2 2019 and held it in 4 quarters. The position peaked at $703K in Q3 2019. 465 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • Weik Capital Management reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • Weik Capital Management sold 9,155 United Airlines shares in Q2 2020, an estimated $289K.
  • Weik Capital Management first reported a position in United Airlines in Q2 2019 and held it in 4 quarters.
  • Weik Capital Management's United Airlines position peaked at $703K in Q3 2019.
  • 465 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on Weik Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.