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Winslow Evans & Crocker’s United Airlines UAL Stock Holding History

Winslow Evans & Crocker’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
Q4 		$94K Sell
2,165
-147
-6% -$5.95K 0.02% 451
2020
Q3 		$80K Sell
2,312
-184
-7% -$6.37K 0.02% 385
2020
Q2 		$86K Buy
2,496
+498
+25% +$14.9K 0.02% 379
2020
Q1 		$66K Buy
1,998
+800
+67% +$52.9K 0.02% 389
2019
Q4 		$108K Sell
1,198
-60
-5% -$5.38K 0.03% 385
2019
Q3 		$112K Sell
1,258
-900
-42% -$79.5K 0.03% 378
2019
Q2 		$192K Hold
2,158
– – 0.05% 292
2019
Q1 		$174K Buy
2,158
+524
+32% +$44.2K 0.05% 297
2018
Q4 		$138K Hold
1,634
– – 0.05% 305
2018
Q3 		$148K Hold
1,634
– – 0.04% 308
2018
Q2 		$116K Hold
1,634
– – 0.04% 346
2018
Q1 		$113K Buy
1,634
+1,000
+158% +$69.1K 0.04% 334
2017
Q4 		$42.7K Hold
634
– – 0.01% 521
2017
Q3 		$38.5K Buy
634
+166
+35% +$11.1K 0.01% 531
2017
Q2 		$35.2K Sell
468
-2
-0.4% -$151 0.01% 634
2017
Q1 		$33.1K Hold
470
– – 0.01% 629
2016
Q4 		$34.1K Hold
470
– – 0.01% 621
2016
Q3 		$24.6K Hold
470
– – 0.01% 690
2016
Q2 		$19.2K Buy
470
+2
+0.4% +$95 0.01% 701
2016
Q1 		$28K Buy
468
+464
+11,600% +$24.6K 0.01% 624
2015
Q4 		$172 Hold
4
– – ﹤0.01% 1347
2015
Q3 		$160 Hold
4
– – ﹤0.01% 1277
2015
Q2 		$160 Hold
4
– – ﹤0.01% 1286
2015
Q1 		$202 Hold
4
– – ﹤0.01% 1254
2014
Q4 		$202 Hold
4
– – ﹤0.01% 1273
2014
Q3 		$142 Buy
4
+1
+33% +$46 ﹤0.01% 1364
2014
Q2 		$123 Hold
3
– – ﹤0.01% 1280
2014
Q1 		$134 Hold
3
– – ﹤0.01% 1266
2013
Q4 		$0 Buy
+3
New +$105 ﹤0.01% 1401

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winslow Evans & Crocker's UAL Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its United Airlines (UAL) stake by 6.4% in Q4 2020, selling an estimated $5.95K and leaving 2,165 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #451.

Winslow Evans & Crocker first reported a position in UAL in Q4 2013 and has held it in 29 quarters since. The position peaked at $192K in Q2 2019. 551 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

  • Winslow Evans & Crocker held 2,165 shares of United Airlines worth $94K as of Q4 2020.
  • Winslow Evans & Crocker sold 147 United Airlines shares in Q4 2020, an estimated $5.95K.
  • United Airlines made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #451 holding.
  • Winslow Evans & Crocker first reported a position in United Airlines in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's United Airlines position peaked at $192K in Q2 2019.
  • 551 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.