D'Orazio & Associates’s United Airlines UAL Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-700	Closed	-$33K	–	666
2021 Q3	$33K	Hold	700	–	–	0.01%	271
2021 Q2	$37K	Hold	700	–	–	0.01%	195
2021 Q1	$40K	Buy	700 +500	+250%	+$24.4K	0.01%	180
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	274
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	255
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	259
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	249
2019 Q4	$18K	Hold	200	–	–	0.01%	218
2019 Q3	$18K	Hold	200	–	–	0.01%	213
2019 Q2	$18K	Hold	200	–	–	0.01%	204
2019 Q1	$16K	Hold	200	–	–	﹤0.01%	212
2018 Q4	$17K	Hold	200	–	–	0.01%	187
2018 Q3	$18K	Hold	200	–	–	0.01%	188
2018 Q2	$14K	Hold	200	–	–	0.01%	190
2018 Q1	$14K	Hold	200	–	–	0.01%	191
2017 Q4	$13K	Hold	200	–	–	﹤0.01%	207
2017 Q3	$12K	Hold	200	–	–	﹤0.01%	193
2017 Q2	$15K	Hold	200	–	–	0.01%	208
2017 Q1	$14K	Hold	200	–	–	0.01%	199
2016 Q4	$15K	Hold	200	–	–	0.01%	181
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	198
2016 Q2	$8K	Hold	200	–	–	﹤0.01%	226
2016 Q1	$11K	Hold	200	–	–	﹤0.01%	212
2015 Q4	$11K	Hold	200	–	–	0.01%	188
2015 Q3	$12K	Hold	200	–	–	0.01%	182
2015 Q2	$11K	Hold	200	–	–	0.01%	179
2015 Q1	$13K	Buy	+200	New	+$13.6K	0.01%	176

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

D'Orazio & Associates's UAL Position: Q4 2021 in Review

D'Orazio & Associates sold out of United Airlines (UAL) in Q4 2021, closing a stake of 700 shares — an estimated $33K sold.

D'Orazio & Associates first reported a position in UAL in Q1 2015 and held it in 27 quarters. The position peaked at $40K in Q1 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

D'Orazio & Associates reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 700 United Airlines shares in Q4 2021, an estimated $33K.
D'Orazio & Associates first reported a position in United Airlines in Q1 2015 and held it in 27 quarters.
D'Orazio & Associates's United Airlines position peaked at $40K in Q1 2021.
540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.