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Willingdon Wealth Management’s United Airlines UAL Stock Holding History

Willingdon Wealth Management’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 		$6K Buy
+175
New +$11.6K ﹤0.01% 226
2019
Q4 		– Sell
-25
Closed -$2K – 536
2019
Q3 		$2K Buy
+25
New +$2.21K ﹤0.01% 369

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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Willingdon Wealth Management's UAL Position: Q1 2020 in Review

Willingdon Wealth Management opened a new position in United Airlines (UAL) in Q1 2020: 175 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Willingdon Wealth Management previously reported a position in UAL as recently as Q3 2019.

Willingdon Wealth Management first reported a position in UAL in Q3 2019 and has held it in 2 quarters since. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Willingdon Wealth Management held 175 shares of United Airlines worth $6K as of Q1 2020.
  • United Airlines was a new Willingdon Wealth Management position in Q1 2020.
  • United Airlines made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #226 holding.
  • Willingdon Wealth Management first reported a position in United Airlines in Q3 2019 and has held it in 2 quarters since.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.