Affiance Financial’s United Airlines UAL Stock Holding History

Affiance Financial’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 Q3	–	Sell	-4,375	Closed	-$240K	–	98
2023 Q2	$240K	Buy	+4,375	New	+$207K	0.12%	95
2023 Q1	–	Sell	-4,375	Closed	-$165K	–	386
2022 Q4	$165K	Buy	+4,375	New	+$178K	0.07%	107
2022 Q2	–	Sell	-4,499	Closed	-$209K	–	135
2022 Q1	$209K	Buy	+4,499	New	+$195K	0.1%	92
2021 Q4	–	Sell	-4,499	Closed	-$214K	–	156
2021 Q3	$214K	Hold	4,499	–	–	0.09%	107
2021 Q2	$235K	Hold	4,499	–	–	0.1%	102
2021 Q1	$259K	Buy	+4,499	New	+$220K	0.12%	94

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Affiance Financial's UAL Position: Q3 2023 in Review

Affiance Financial sold out of United Airlines (UAL) in Q3 2023, closing a stake of 4,375 shares — an estimated $240K sold.

Affiance Financial first reported a position in UAL in Q1 2021 and held it in 6 quarters. The position peaked at $259K in Q1 2021. 622 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

Affiance Financial reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
Affiance Financial sold 4,375 United Airlines shares in Q3 2023, an estimated $240K.
Affiance Financial first reported a position in United Airlines in Q1 2021 and held it in 6 quarters.
Affiance Financial's United Airlines position peaked at $259K in Q1 2021.
622 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Affiance Financial's 13F filing for Q3 2023, filed 11 Oct 2023.