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BerganKDV Wealth Management’s United Airlines UAL Stock Holding History

BerganKDV 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
2021
Q4 		– Sell
-5
Closed – – 1127
2021
Q3 		$0 Buy
+5
New +$236 ﹤0.01% 1094
2020
Q2 		– Sell
-19
Closed -$1K – 1098
2020
Q1 		$1K Hold
19
– – ﹤0.01% 889
2019
Q4 		$2K Buy
+19
New +$1.71K ﹤0.01% 803

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BerganKDV Wealth Management's UAL Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of United Airlines (UAL) in Q4 2021, closing a stake of 5 shares.

BerganKDV Wealth Management first reported a position in UAL in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5 United Airlines shares in Q4 2021.
  • BerganKDV Wealth Management first reported a position in United Airlines in Q4 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's United Airlines position peaked at $2K in Q4 2019.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.