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American Portfolios Advisors’s United Airlines UAL Stock Holding History

American Portfolios Advisors’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 		$114K Sell
3,493
-908
-21% -$33.8K ﹤0.01% 1281
2022
Q2 		$156K Sell
4,401
-115
-3% -$5.05K 0.01% 1166
2022
Q1 		$209K Buy
4,516
+1,569
+53% +$68K 0.01% 1142
2021
Q4 		$129K Sell
2,947
-427
-13% -$19.8K ﹤0.01% 1388
2021
Q3 		$160K Sell
3,374
-316
-9% -$14.9K 0.01% 1226
2021
Q2 		$193K Buy
3,690
+246
+7% +$13.6K 0.01% 1116
2021
Q1 		$198K Buy
3,444
+51
+2% +$2.49K 0.01% 1021
2020
Q4 		$147K Buy
3,393
+556
+20% +$22.5K 0.01% 1004
2020
Q3 		$98.6K Buy
2,837
+372
+15% +$12.9K 0.01% 1062
2020
Q2 		$85.3K Buy
2,465
+167
+7% +$5.01K 0.01% 1055
2020
Q1 		$72.5K Buy
2,298
+2,023
+736% +$134K 0.01% 1009
2019
Q4 		$24.2K Hold
275
– – ﹤0.01% 1650
2019
Q3 		$24.3K Hold
275
– – ﹤0.01% 1589
2019
Q2 		$24.1K Hold
275
– – ﹤0.01% 1607
2019
Q1 		$21.9K Sell
275
-14
-5% -$1.18K ﹤0.01% 1558
2018
Q4 		$24.2K Sell
289
-863
-75% -$75.8K ﹤0.01% 1299
2018
Q3 		$103K Buy
1,152
+491
+74% +$40.5K 0.01% 814
2018
Q2 		$46.1K Hold
661
– – 0.01% 1109
2018
Q1 		$45.9K Hold
661
– – 0.01% 1059
2017
Q4 		$44.6K Buy
+661
New +$41.2K 0.01% 1044

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 $127B AUM 44.11% 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 $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Portfolios Advisors's UAL Position: Q3 2022 in Review

American Portfolios Advisors reduced its United Airlines (UAL) stake by 21% in Q3 2022, selling an estimated $33.8K and leaving 3,493 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

American Portfolios Advisors first reported a position in UAL in Q4 2017 and has held it in 20 quarters since. The position peaked at $209K in Q1 2022. 507 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

  • American Portfolios Advisors held 3,493 shares of United Airlines worth $114K as of Q3 2022.
  • American Portfolios Advisors sold 908 United Airlines shares in Q3 2022, an estimated $33.8K.
  • United Airlines made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1281 holding.
  • American Portfolios Advisors first reported a position in United Airlines in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's United Airlines position peaked at $209K in Q1 2022.
  • 507 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.