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Burleson & Co’s United Airlines UAL Stock Holding History

Burleson & Co’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
Q1 		– Sell
-4,500
Closed -$197K – 458
2021
Q4 		$197K Hold
4,500
– – 0.03% 138
2021
Q3 		$214K Hold
4,500
– – 0.03% 127
2021
Q2 		$235K Sell
4,500
-2,800
-38% -$155K 0.03% 131
2021
Q1 		$420K Sell
7,300
-700
-9% -$34.2K 0.07% 104
2020
Q4 		$346K Hold
8,000
– – 0.06% 110
2020
Q3 		$277K Buy
+8,000
New +$277K 0.05% 117

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Burleson & Co's UAL Position: Q1 2022 in Review

Burleson & Co sold out of United Airlines (UAL) in Q1 2022, closing a stake of 4,500 shares — an estimated $197K sold.

Burleson & Co first reported a position in UAL in Q3 2020 and held it in 6 quarters. The position peaked at $420K in Q1 2021. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

  • Burleson & Co reported no remaining United Airlines position as of Q1 2022 after selling out during the quarter.
  • Burleson & Co sold 4,500 United Airlines shares in Q1 2022, an estimated $197K.
  • Burleson & Co first reported a position in United Airlines in Q3 2020 and held it in 6 quarters.
  • Burleson & Co's United Airlines position peaked at $420K in Q1 2021.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on Burleson & Co's 13F filing for Q1 2022, filed 25 Apr 2022.