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Curi Wealth Management’s United Airlines UAL Stock Holding History

Curi 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
2022
Q3 		– Sell
-6
Closed – – 656
2022
Q2 		$0 Hold
6
– – ﹤0.01% 727
2022
Q1 		$0 Hold
6
– – ﹤0.01% 654
2021
Q4 		$0 Buy
+6
New +$278 ﹤0.01% 603
2021
Q1 		– Sell
-6
Closed – – 456
2020
Q4 		$0 Buy
+6
New +$243 ﹤0.01% 512

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Curi Wealth Management's UAL Position: Q3 2022 in Review

Curi Wealth Management sold out of United Airlines (UAL) in Q3 2022, closing a stake of 6 shares.

Curi Wealth Management first reported a position in UAL in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 506 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

  • Curi Wealth Management reported no remaining United Airlines position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 6 United Airlines shares in Q3 2022.
  • Curi Wealth Management first reported a position in United Airlines in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's United Airlines position peaked at $0 in Q2 2022.
  • 506 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.