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Ameliora Wealth Management’s United Airlines UAL Stock Holding History

Ameliora 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
Q3 		– Sell
-500
Closed -$27.4K – 219
2023
Q2 		$27.4K Hold
500
– – 0.02% 142
2023
Q1 		$22.1K Sell
500
-500
-50% -$24K 0.01% 166
2022
Q4 		$37.7K Hold
1,000
– – 0.02% 161
2022
Q3 		$34K Buy
+1,000
New +$37.2K 0.02% 159

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Ameliora Wealth Management's UAL Position: Q3 2023 in Review

Ameliora Wealth Management sold out of United Airlines (UAL) in Q3 2023, closing a stake of 500 shares — an estimated $27.4K sold.

Ameliora Wealth Management first reported a position in UAL in Q3 2022 and held it in 4 quarters. The position peaked at $37.7K in Q4 2022. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Ameliora Wealth Management reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 500 United Airlines shares in Q3 2023, an estimated $27.4K.
  • Ameliora Wealth Management first reported a position in United Airlines in Q3 2022 and held it in 4 quarters.
  • Ameliora Wealth Management's United Airlines position peaked at $37.7K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Ameliora Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.