Berman Capital Advisors’s United Airlines UAL Stock Holding History

Berman Capital 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 Q3	$96K	Buy	2,032 +611	+43%	+$28.8K	0.02%	453
2021 Q2	$73K	Buy	1,421 +292	+26%	+$16.2K	0.01%	455
2021 Q1	$64K	Buy	1,129 +321	+40%	+$15.7K	0.01%	402
2020 Q4	$34K	Buy	808 +487	+152%	+$19.7K	0.01%	512
2020 Q3	$11K	Sell	321 -40	-11%	-$1.38K	﹤0.01%	773
2020 Q2	$12K	Sell	361 -66	-15%	-$1.98K	﹤0.01%	701
2020 Q1	$12K	Sell	427 -32	-7%	-$2.12K	﹤0.01%	629
2019 Q4	$40K	Hold	459	–	–	0.01%	364
2019 Q3	$40K	Buy	459 +35	+8%	+$3.09K	0.01%	349
2019 Q2	$37K	Buy	424 +53	+14%	+$4.49K	0.01%	363
2019 Q1	$29K	Buy	371 +83	+29%	+$7K	0.01%	377
2018 Q4	$24K	Buy	+288	New	+$25.3K	0.01%	356

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USGIU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Berman Capital Advisors's UAL Position: Q3 2021 in Review

Berman Capital Advisors increased its United Airlines (UAL) stake by 43% in Q3 2021, buying an estimated $28.8K and bringing the position to 2,032 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #453.

Berman Capital Advisors first reported a position in UAL in Q4 2018 and has held it in 12 quarters since. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

Berman Capital Advisors held 2,032 shares of United Airlines worth $96K as of Q3 2021.
Berman Capital Advisors bought 611 United Airlines shares in Q3 2021, an estimated $28.8K.
United Airlines made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #453 holding.
Berman Capital Advisors first reported a position in United Airlines in Q4 2018 and has held it in 12 quarters since.
546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.