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Donor Advised Charitable Giving’s United Airlines UAL Stock Holding History

Donor Advised Charitable Giving’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
Q3 		– Sell
-101,725
Closed -$5.32M – 109
2021
Q2 		$5.32M Sell
101,725
-83,049
-45% -$4.61M 0.6% 50
2021
Q1 		$10.6M Buy
184,774
+49,822
+37% +$2.43M 1.09% 23
2020
Q4 		$5.84M Buy
+134,952
New +$5.46M 0.8% 47

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Donor Advised Charitable Giving's UAL Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of United Airlines (UAL) in Q3 2021, closing a stake of 101,725 shares — an estimated $5.32M sold.

Donor Advised Charitable Giving first reported a position in UAL in Q4 2020 and held it in 3 quarters. The position peaked at $10.6M in Q1 2021. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

  • Donor Advised Charitable Giving reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 101,725 United Airlines shares in Q3 2021, an estimated $5.32M.
  • Donor Advised Charitable Giving first reported a position in United Airlines in Q4 2020 and held it in 3 quarters.
  • Donor Advised Charitable Giving's United Airlines position peaked at $10.6M in Q1 2021.
  • 546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.