YorkBridge Wealth Partners’s United Airlines UAL Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-25	Closed	-$2K	–	612
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	713
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	712
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	694
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	719
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	801
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	797
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	817
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	802
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	796
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	785
2016 Q4	$2K	Buy	+25	New	+$1.59K	﹤0.01%	780

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

PCM

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

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

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

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

YorkBridge Wealth Partners's UAL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of United Airlines (UAL) in Q3 2019, closing a stake of 25 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in UAL in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q2 2019. 579 funds tracked by Wall St. Rank hold UAL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining United Airlines position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 25 United Airlines shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in United Airlines in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's United Airlines position peaked at $2K in Q2 2019.
579 funds tracked by Wall St. Rank held United Airlines as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.