Baystate Wealth Management’s United Airlines UAL Stock Holding History

Baystate 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 Q4	$48.9K	Buy	1,184 +1,164	+5,820%	+$45.8K	﹤0.01%	390
2023 Q3	$846	Hold	20	–	–	﹤0.01%	903
2023 Q2	$1.1K	Hold	20	–	–	﹤0.01%	921
2023 Q1	$885	Hold	20	–	–	﹤0.01%	941
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	920
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	865
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	877
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	859
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	853
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	809
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	775
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	703
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	651
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	614
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	627
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	580
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	543
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	495
2019 Q2	$2K	Sell	20 -10	-33%	-$846	﹤0.01%	510
2019 Q1	$3K	Sell	30 -4	-12%	-$338	﹤0.01%	484
2018 Q4	$3K	Buy	34 +14	+70%	+$1.23K	﹤0.01%	488
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	537
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	657
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	626
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	524
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	597
2017 Q2	$2K	Hold	20	–	–	﹤0.01%	517
2017 Q1	$1K	Buy	+20	New	+$1.45K	﹤0.01%	594

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baystate Wealth Management's UAL Position: Q4 2023 in Review

Baystate Wealth Management increased its United Airlines (UAL) stake by 5,820% in Q4 2023, buying an estimated $45.8K and bringing the position to 1,184 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Baystate Wealth Management first reported a position in UAL in Q1 2017 and has held it in 28 quarters since. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

Baystate Wealth Management held 1,184 shares of United Airlines worth $48.9K as of Q4 2023.
Baystate Wealth Management bought 1,164 United Airlines shares in Q4 2023, an estimated $45.8K.
United Airlines made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #390 holding.
Baystate Wealth Management first reported a position in United Airlines in Q1 2017 and has held it in 28 quarters since.
629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.