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Bel Air Investment Advisors’s United Airlines UAL Stock Holding History

Bel Air Investment 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
2021
Q2 		$601K Buy
11,500
+7,888
+218% +$437K 0.02% 235
2021
Q1 		$208K Buy
+3,612
New +$176K 0.01% 399

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Bel Air Investment Advisors's UAL Position: Q2 2021 in Review

Bel Air Investment Advisors increased its United Airlines (UAL) stake by 218% in Q2 2021, buying an estimated $437K and bringing the position to 11,500 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #235.

Bel Air Investment Advisors first reported a position in UAL in Q1 2021 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

  • Bel Air Investment Advisors held 11,500 shares of United Airlines worth $601K as of Q2 2021.
  • Bel Air Investment Advisors bought 7,888 United Airlines shares in Q2 2021, an estimated $437K.
  • United Airlines made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #235 holding.
  • Bel Air Investment Advisors first reported a position in United Airlines in Q1 2021 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.