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Westwood Management Corporation’s United Airlines UAL Stock Holding History

Westwood Management Corporation’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
Q3 		– Sell
-373,500
Closed -$28.1M – 82
2017
Q2 		$28.1M Buy
373,500
+1,300
+0.3% +$98.2K 4.4% 9
2017
Q1 		$26.3M Buy
372,200
+2,850
+0.8% +$206K 4.45% 10
2016
Q4 		$26.9M Buy
+369,350
New +$23.5M 5.17% 8

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Westwood Management Corporation's UAL Position: Q3 2017 in Review

Westwood Management Corporation sold out of United Airlines (UAL) in Q3 2017, closing a stake of 373,500 shares — an estimated $28.1M sold.

Westwood Management Corporation first reported a position in UAL in Q4 2016 and held it in 3 quarters. The position peaked at $28.1M in Q2 2017. 539 funds tracked by Wall St. Rank hold UAL as of Q3 2017.

  • Westwood Management Corporation reported no remaining United Airlines position as of Q3 2017 after selling out during the quarter.
  • Westwood Management Corporation sold 373,500 United Airlines shares in Q3 2017, an estimated $28.1M.
  • Westwood Management Corporation first reported a position in United Airlines in Q4 2016 and held it in 3 quarters.
  • Westwood Management Corporation's United Airlines position peaked at $28.1M in Q2 2017.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q3 2017.

Based on Westwood Management Corporation's 13F filing for Q3 2017, filed 27 Oct 2017.