Brewin Dolphin Wealth Management’s United Airlines UAL Stock Holding History

Brewin Dolphin 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
2022 Q2	$13K	Hold	375	–	–	﹤0.01%	275
2022 Q1	$17K	Hold	375	–	–	﹤0.01%	264
2021 Q4	$16K	Hold	375	–	–	﹤0.01%	272
2021 Q3	$17.8K	Hold	375	–	–	﹤0.01%	274
2021 Q2	$19.6K	Hold	375	–	–	﹤0.01%	269
2021 Q1	$21.6K	Hold	375	–	–	﹤0.01%	251
2020 Q4	$16.2K	Hold	375	–	–	﹤0.01%	234
2020 Q3	$13K	Hold	375	–	–	﹤0.01%	226
2020 Q2	$13K	Hold	375	–	–	﹤0.01%	240
2020 Q1	$11.8K	Buy	+375	New	+$24.8K	0.01%	169

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Brewin Dolphin Wealth Management's UAL Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its United Airlines (UAL) position steady in Q2 2022 at 375 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Brewin Dolphin Wealth Management first reported a position in UAL in Q1 2020 and has held it in 10 quarters since. The position peaked at $21.6K in Q1 2021. 506 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

Brewin Dolphin Wealth Management held 375 shares of United Airlines worth $13K as of Q2 2022.
Brewin Dolphin Wealth Management left its United Airlines share count unchanged in Q2 2022.
United Airlines made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #275 holding.
Brewin Dolphin Wealth Management first reported a position in United Airlines in Q1 2020 and has held it in 10 quarters since.
Brewin Dolphin Wealth Management's United Airlines position peaked at $21.6K in Q1 2021.
506 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.