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CCG Wealth Management’s United Airlines UAL Stock Holding History

CCG 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
2023
Q1 		– Sell
-24,100
Closed -$909K – 103
2022
Q4 		$909K Hold
24,100
– – 0.5% 27
2022
Q3 		$784K Hold
24,100
– – 0.48% 27
2022
Q2 		$854K Hold
24,100
– – 0.48% 25
2022
Q1 		$1.12M Hold
24,100
– – 0.55% 27
2021
Q4 		$1.05M Buy
+24,100
New +$1.12M 0.55% 28

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

CCG Wealth Management's UAL Position: Q1 2023 in Review

CCG Wealth Management sold out of United Airlines (UAL) in Q1 2023, closing a stake of 24,100 shares — an estimated $909K sold.

CCG Wealth Management first reported a position in UAL in Q4 2021 and held it in 5 quarters. The position peaked at $1.12M in Q1 2022. 602 funds tracked by Wall St. Rank hold UAL as of Q1 2023.

  • CCG Wealth Management reported no remaining United Airlines position as of Q1 2023 after selling out during the quarter.
  • CCG Wealth Management sold 24,100 United Airlines shares in Q1 2023, an estimated $909K.
  • CCG Wealth Management first reported a position in United Airlines in Q4 2021 and held it in 5 quarters.
  • CCG Wealth Management's United Airlines position peaked at $1.12M in Q1 2022.
  • 602 funds tracked by Wall St. Rank held United Airlines as of Q1 2023.

Based on CCG Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.