West Family Investments’s United Airlines UAL Stock Holding History

West Family Investments’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 Q1	–	Sell	-600	Closed	-$952K	–	93
2018 Q4	$952K	Hold	600	–	–	0.25%	63
2018 Q3	$1.31M	Hold	600	–	–	0.31%	57
2018 Q2	$485K	Buy	600 +100	+20%	+$6.95K	0.12%	75
2018 Q1	$505K	Buy	+500	New	+$34.5K	0.13%	69
2017 Q3	–	Sell	-1,400	Closed	-$795K	–	100
2017 Q2	$795K	Buy	+1,400	New	+$106K	0.17%	72

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

West Family Investments's UAL Position: Q2 2021 in Review

West Family Investments sold out of United Airlines (UAL) in Q2 2021, closing a stake of 50,000 shares — an estimated $2.88M sold.

West Family Investments first reported a position in UAL in Q1 2018 and held it in 6 quarters. The position peaked at $3.56M in Q3 2018. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

West Family Investments reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
West Family Investments sold 50,000 United Airlines shares in Q2 2021, an estimated $2.88M.
West Family Investments first reported a position in United Airlines in Q1 2018 and held it in 6 quarters.
West Family Investments's United Airlines position peaked at $3.56M in Q3 2018.
561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.