ACG Wealth’s United Airlines UAL Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-369	Closed	-$13K	–	957
2022 Q2	$13K	Buy	+369	New	+$16.2K	﹤0.01%	660

Other funds holding UAL

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACG Wealth's UAL Position: Q3 2022 in Review

ACG Wealth sold out of United Airlines (UAL) in Q3 2022, closing a stake of 369 shares — an estimated $13K sold.

ACG Wealth first reported a position in UAL in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 506 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

ACG Wealth reported no remaining United Airlines position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 369 United Airlines shares in Q3 2022, an estimated $13K.
ACG Wealth first reported a position in United Airlines in Q2 2022 and held it in 1 quarter.
ACG Wealth's United Airlines position peaked at $13K in Q2 2022.
506 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.