Bank Julius Baer & Co’s United Airlines UAL Stock Holding History

Bank Julius Baer & Co’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 Q1	–	Sell	-650	Closed	-$28K	–	794
2021 Q4	$28K	Hold	650	–	–	﹤0.01%	714
2021 Q3	$31K	Hold	650	–	–	﹤0.01%	722
2021 Q2	$34K	Buy	+650	New	+$36K	﹤0.01%	717
2020 Q4	–	Sell	-425	Closed	-$15K	–	851
2020 Q3	$15K	Buy	+425	New	+$14.7K	﹤0.01%	677

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Bank Julius Baer & Co's UAL Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of United Airlines (UAL) in Q1 2022, closing a stake of 650 shares — an estimated $28K sold.

Bank Julius Baer & Co first reported a position in UAL in Q3 2020 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

Bank Julius Baer & Co reported no remaining United Airlines position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 650 United Airlines shares in Q1 2022, an estimated $28K.
Bank Julius Baer & Co first reported a position in United Airlines in Q3 2020 and held it in 4 quarters.
Bank Julius Baer & Co's United Airlines position peaked at $34K in Q2 2021.
539 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.