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Advisor Partners’s United Airlines UAL Stock Holding History

Advisor 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
2022
Q2 		$488K Sell
13,773
-360
-3% -$15.8K 0.03% 488
2022
Q1 		$655K Buy
14,133
+1,379
+11% +$59.8K 0.04% 432
2021
Q4 		$559K Sell
12,754
-714
-5% -$33.1K 0.03% 487
2021
Q3 		$641K Sell
13,468
-137
-1% -$6.46K 0.04% 410
2021
Q2 		$712K Buy
13,605
+141
+1% +$7.82K 0.05% 393
2021
Q1 		$774K Sell
13,464
-279
-2% -$13.6K 0.06% 346
2020
Q4 		$595K Buy
13,743
+1,520
+12% +$61.5K 0.04% 399
2020
Q3 		$425K Buy
12,223
+1,234
+11% +$42.7K 0.04% 439
2020
Q2 		$380K Sell
10,989
-3,200
-23% -$96K 0.04% 450
2020
Q1 		$447K Buy
14,189
+8,172
+136% +$540K 0.05% 325
2019
Q4 		$531K Sell
6,017
-21
-0.3% -$1.89K 0.05% 331
2019
Q3 		$534K Buy
6,038
+342
+6% +$30.2K 0.06% 319
2019
Q2 		$499K Buy
5,696
+61
+1% +$5.16K 0.06% 312
2019
Q1 		$450K Sell
5,635
-1,138
-17% -$96K 0.06% 325
2018
Q4 		$567K Buy
6,773
+548
+9% +$48.1K 0.09% 245
2018
Q3 		$554K Buy
6,225
+90
+1% +$7.42K 0.07% 282
2018
Q2 		$428K Buy
6,135
+1,017
+20% +$70.7K 0.07% 320
2018
Q1 		$356K Buy
5,118
+552
+12% +$38.1K 0.07% 349
2017
Q4 		$349K Buy
4,566
+270
+6% +$16.8K 0.06% 361
2017
Q3 		$262K Sell
4,296
-1,228
-22% -$81.8K 0.05% 386
2017
Q2 		$416K Buy
5,524
+722
+15% +$54.5K 0.1% 260
2017
Q1 		$339K Buy
4,802
+202
+4% +$14.6K 0.09% 286
2016
Q4 		$335K Buy
+4,600
New +$293K 0.1% 253
2016
Q2 		– Sell
-4,207
Closed -$252K – 397
2016
Q1 		$252K Buy
+4,207
New +$223K 0.09% 260

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Advisor Partners's UAL Position: Q2 2022 in Review

Advisor Partners reduced its United Airlines (UAL) stake by 2.5% in Q2 2022, selling an estimated $15.8K and leaving 13,773 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #488.

Advisor Partners first reported a position in UAL in Q1 2016 and has held it in 24 quarters since. The position peaked at $774K in Q1 2021. 507 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

  • Advisor Partners held 13,773 shares of United Airlines worth $488K as of Q2 2022.
  • Advisor Partners sold 360 United Airlines shares in Q2 2022, an estimated $15.8K.
  • United Airlines made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #488 holding.
  • Advisor Partners first reported a position in United Airlines in Q1 2016 and has held it in 24 quarters since.
  • Advisor Partners's United Airlines position peaked at $774K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.