Dynamic Advisor Solutions’s United Airlines UAL Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-4,953	Closed	-$272K	–	883
2023 Q2	$272K	Buy	+4,953	New	+$234K	0.01%	654
2022 Q1	–	Sell	-20,320	Closed	-$890K	–	789
2021 Q4	$890K	Buy	20,320 +2,918	+17%	+$135K	0.06%	302
2021 Q3	$828K	Buy	17,402 +1,175	+7%	+$55.4K	0.06%	328
2021 Q2	$849K	Sell	16,227 -2,714	-14%	-$151K	0.07%	304
2021 Q1	$1.09M	Sell	18,941 -3,016	-14%	-$147K	0.1%	236
2020 Q4	$950K	Sell	21,957 -5,950	-21%	-$241K	0.09%	250
2020 Q3	$970K	Sell	27,907 -1,029	-4%	-$35.6K	0.11%	212
2020 Q2	$1M	Buy	28,936 +13,754	+91%	+$412K	0.14%	182
2020 Q1	$479K	Buy	+15,182	New	+$1M	0.09%	251

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dynamic Advisor Solutions's UAL Position: Q3 2023 in Review

Dynamic Advisor Solutions sold out of United Airlines (UAL) in Q3 2023, closing a stake of 4,953 shares — an estimated $272K sold.

Dynamic Advisor Solutions first reported a position in UAL in Q1 2020 and held it in 9 quarters. The position peaked at $1.09M in Q1 2021. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

Dynamic Advisor Solutions reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,953 United Airlines shares in Q3 2023, an estimated $272K.
Dynamic Advisor Solutions first reported a position in United Airlines in Q1 2020 and held it in 9 quarters.
Dynamic Advisor Solutions's United Airlines position peaked at $1.09M in Q1 2021.
621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2023, filed 11 Oct 2023.