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West Oak Capital’s United Airlines UAL Stock Holding History

West Oak Capital’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
-15
Closed – – 334
2020
Q1 		$0 Buy
+15
New +$992 ﹤0.01% 315
2017
Q2 		– Sell
-161
Closed -$11.4K – 379
2017
Q1 		$11.4K Hold
161
– – 0.01% 293
2016
Q4 		$11.7K Hold
161
– – 0.01% 280
2016
Q3 		$8.45K Hold
161
– – 0.01% 298
2016
Q2 		$6.61K Buy
+161
New +$7.62K ﹤0.01% 281

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 $3.37T AUM 44.26% 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

West Oak Capital's UAL Position: Q2 2020 in Review

West Oak Capital sold out of United Airlines (UAL) in Q2 2020, closing a stake of 15 shares.

West Oak Capital first reported a position in UAL in Q2 2016 and held it in 5 quarters. The position peaked at $11.7K in Q4 2016. 466 funds tracked by Wall St. Rank hold UAL as of Q2 2020.

  • West Oak Capital reported no remaining United Airlines position as of Q2 2020 after selling out during the quarter.
  • West Oak Capital sold 15 United Airlines shares in Q2 2020.
  • West Oak Capital first reported a position in United Airlines in Q2 2016 and held it in 5 quarters.
  • West Oak Capital's United Airlines position peaked at $11.7K in Q4 2016.
  • 466 funds tracked by Wall St. Rank held United Airlines as of Q2 2020.

Based on West Oak Capital's 13F filing for Q2 2020, filed 6 Jul 2020.