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Bedel Financial Consulting’s United Airlines UAL Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-920
Closed -$43K – 846
2022
Q1 		$43K Hold
920
– – 0.01% 416
2021
Q4 		$40K Hold
920
– – 0.01% 437
2021
Q3 		$44K Hold
920
– – 0.02% 397
2021
Q2 		$48K Hold
920
– – 0.02% 381
2021
Q1 		$53K Buy
+920
New +$44.9K 0.02% 354

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Bedel Financial Consulting's UAL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of United Airlines (UAL) in Q2 2022, closing a stake of 920 shares — an estimated $43K sold.

Bedel Financial Consulting first reported a position in UAL in Q1 2021 and held it in 5 quarters. The position peaked at $53K in Q1 2021. 507 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

  • Bedel Financial Consulting reported no remaining United Airlines position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 920 United Airlines shares in Q2 2022, an estimated $43K.
  • Bedel Financial Consulting first reported a position in United Airlines in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's United Airlines position peaked at $53K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.