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Welch Capital Partners’s United Airlines UAL Stock Holding History

Welch Capital Partners’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
2017
Q4 		– Sell
-91,200
Closed -$5.55M – 44
2017
Q3 		$5.55M Buy
91,200
+18,690
+26% +$1.25M 1.87% 27
2017
Q2 		$5.46M Buy
72,510
+200
+0.3% +$15.1K 1.81% 29
2017
Q1 		$5.11M Sell
72,310
-1,400
-2% -$101K 1.69% 28
2016
Q4 		$5.37M Sell
73,710
-28,180
-28% -$1.8M 1.82% 24
2016
Q3 		$5.35M Buy
+101,890
New +$4.9M 1.74% 31

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Welch Capital Partners's UAL Position: Q4 2017 in Review

Welch Capital Partners sold out of United Airlines (UAL) in Q4 2017, closing a stake of 91,200 shares — an estimated $5.55M sold.

Welch Capital Partners first reported a position in UAL in Q3 2016 and held it in 5 quarters. The position peaked at $5.55M in Q3 2017. 546 funds tracked by Wall St. Rank hold UAL as of Q4 2017.

  • Welch Capital Partners reported no remaining United Airlines position as of Q4 2017 after selling out during the quarter.
  • Welch Capital Partners sold 91,200 United Airlines shares in Q4 2017, an estimated $5.55M.
  • Welch Capital Partners first reported a position in United Airlines in Q3 2016 and held it in 5 quarters.
  • Welch Capital Partners's United Airlines position peaked at $5.55M in Q3 2017.
  • 546 funds tracked by Wall St. Rank held United Airlines as of Q4 2017.

Based on Welch Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.