Cornerstone Advisory’s United Airlines UAL Stock Holding History

Cornerstone Advisory’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	-10	Closed	–	–	741
2021 Q4	$0	Buy	+10	New	+$464	﹤0.01%	843

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cornerstone Advisory's UAL Position: Q1 2022 in Review

Cornerstone Advisory sold out of United Airlines (UAL) in Q1 2022, closing a stake of 10 shares.

Cornerstone Advisory first reported a position in UAL in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

Cornerstone Advisory reported no remaining United Airlines position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 10 United Airlines shares in Q1 2022.
Cornerstone Advisory first reported a position in United Airlines in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's United Airlines position peaked at $0 in Q4 2021.
539 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.