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Brendel Financial Advisors’s United Airlines UAL Stock Holding History

Brendel Financial 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 		– Sell
-500
Closed -$26K – 264
2021
Q2 		$26K Buy
+500
New +$27.7K 0.01% 192

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
Capital World Investors
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

Brendel Financial Advisors's UAL Position: Q3 2021 in Review

Brendel Financial Advisors sold out of United Airlines (UAL) in Q3 2021, closing a stake of 500 shares — an estimated $26K sold.

Brendel Financial Advisors first reported a position in UAL in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 545 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

  • Brendel Financial Advisors reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 500 United Airlines shares in Q3 2021, an estimated $26K.
  • Brendel Financial Advisors first reported a position in United Airlines in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's United Airlines position peaked at $26K in Q2 2021.
  • 545 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.