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Cahill Financial Advisors’s United Airlines UAL Stock Holding History

Cahill 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
Q4 		– Sell
-259
Closed -$12K – 736
2021
Q3 		$12K Buy
+259
New +$12.2K ﹤0.01% 527

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

Cahill Financial Advisors's UAL Position: Q4 2021 in Review

Cahill Financial Advisors sold out of United Airlines (UAL) in Q4 2021, closing a stake of 259 shares — an estimated $12K sold.

Cahill Financial Advisors first reported a position in UAL in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Cahill Financial Advisors reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 259 United Airlines shares in Q4 2021, an estimated $12K.
  • Cahill Financial Advisors first reported a position in United Airlines in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's United Airlines position peaked at $12K in Q3 2021.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.