Capital Advisory Group Advisory Services’s United Airlines UAL Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-300	Closed	-$14K	–	469
2022 Q1	$14K	Buy	+300	New	+$13K	0.01%	332
2021 Q4	–	Sell	-300	Closed	-$14K	–	475
2021 Q3	$14K	Hold	300	–	–	0.01%	371
2021 Q2	$16K	Hold	300	–	–	0.01%	359
2021 Q1	$17K	Hold	300	–	–	0.01%	329
2020 Q4	$13K	Hold	300	–	–	0.01%	346
2020 Q3	$10K	Hold	300	–	–	0.01%	320
2020 Q2	$10K	Hold	300	–	–	0.01%	309
2020 Q1	$9K	Buy	+300	New	+$19.8K	0.01%	246

Other funds holding UAL

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

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

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

Fidelity Investments

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

Neuberger Berman Group

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

Newport Trust Company

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