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Whitney & Co’s United Airlines UAL Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-150
Closed -$14K – 436
2018
Q3 		$14K Hold
150
– – ﹤0.01% 290
2018
Q2 		$10K Hold
150
– – ﹤0.01% 242
2018
Q1 		$10K Buy
+150
New +$10.4K ﹤0.01% 246

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Whitney & Co's UAL Position: Q4 2018 in Review

Whitney & Co sold out of United Airlines (UAL) in Q4 2018, closing a stake of 150 shares — an estimated $14K sold.

Whitney & Co first reported a position in UAL in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2018.

  • Whitney & Co reported no remaining United Airlines position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 150 United Airlines shares in Q4 2018, an estimated $14K.
  • Whitney & Co first reported a position in United Airlines in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's United Airlines position peaked at $14K in Q3 2018.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.