Accel Wealth Management’s United Airlines UAL Stock Holding History

Accel 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
2023 Q2	–	Sell	-800	Closed	-$35.4K	–	815
2023 Q1	$35.4K	Hold	800	–	–	0.01%	563
2022 Q4	$30.2K	Sell	800 -300	-27%	-$12.2K	0.01%	452
2022 Q3	$39K	Sell	1,100 -100	-8%	-$3.72K	0.02%	421
2022 Q2	$47K	Hold	1,200	–	–	0.03%	366
2022 Q1	$55K	Hold	1,200	–	–	0.03%	357
2021 Q4	$53K	Hold	1,200	–	–	0.03%	371
2021 Q3	$57K	Sell	1,200 -94	-7%	-$4.43K	0.04%	308
2021 Q2	$68K	Sell	1,294 -100	-7%	-$5.55K	0.05%	289
2021 Q1	$80K	Sell	1,394 -225	-14%	-$11K	0.06%	245
2020 Q4	$70K	Buy	+1,619	New	+$65.5K	0.07%	246

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Accel Wealth Management's UAL Position: Q2 2023 in Review

Accel Wealth Management sold out of United Airlines (UAL) in Q2 2023, closing a stake of 800 shares — an estimated $35.4K sold.

Accel Wealth Management first reported a position in UAL in Q4 2020 and held it in 10 quarters. The position peaked at $80K in Q1 2021. 647 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

Accel Wealth Management reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 800 United Airlines shares in Q2 2023, an estimated $35.4K.
Accel Wealth Management first reported a position in United Airlines in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's United Airlines position peaked at $80K in Q1 2021.
647 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.