West Paces Advisors’s United Airlines UAL Stock Holding History

West Paces Advisors’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 Q1	–	Sell	-37	Closed	-$3.26K	–	485
2019 Q4	$3.26K	Hold	37	–	–	﹤0.01%	432
2019 Q3	$3.27K	Hold	37	–	–	﹤0.01%	415
2019 Q2	$3.24K	Hold	37	–	–	﹤0.01%	414
2019 Q1	$2.95K	Hold	37	–	–	﹤0.01%	419
2018 Q4	$3.1K	Hold	37	–	–	﹤0.01%	417
2018 Q3	$3.29K	Hold	37	–	–	﹤0.01%	418
2018 Q2	$2.58K	Hold	37	–	–	﹤0.01%	439
2018 Q1	$2.57K	Hold	37	–	–	﹤0.01%	409
2017 Q4	$2.49K	Sell	37 -43	-54%	-$2.68K	﹤0.01%	422
2017 Q3	$4.87K	Hold	80	–	–	﹤0.01%	387
2017 Q2	$6.02K	Hold	80	–	–	﹤0.01%	374
2017 Q1	$5.65K	Sell	80 -38	-32%	-$2.75K	﹤0.01%	375
2016 Q4	$8.6K	Buy	+118	New	+$7.52K	0.01%	353

Other funds holding UAL

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

West Paces Advisors's UAL Position: Q1 2020 in Review

West Paces Advisors sold out of United Airlines (UAL) in Q1 2020, closing a stake of 37 shares — an estimated $3.26K sold.

West Paces Advisors first reported a position in UAL in Q4 2016 and held it in 13 quarters. The position peaked at $8.6K in Q4 2016. 524 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

West Paces Advisors reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
West Paces Advisors sold 37 United Airlines shares in Q1 2020, an estimated $3.26K.
West Paces Advisors first reported a position in United Airlines in Q4 2016 and held it in 13 quarters.
West Paces Advisors's United Airlines position peaked at $8.6K in Q4 2016.
524 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on West Paces Advisors's 13F filing for Q1 2020, filed 21 Dec 2023.