Edge Wealth Management’s United Airlines UAL Stock Holding History

Edge 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
2021 Q2	–	Sell	-180	Closed	-$10K	–	458
2021 Q1	$10K	Hold	180	–	–	﹤0.01%	303
2020 Q4	$8K	Hold	180	–	–	﹤0.01%	281
2020 Q3	$6K	Sell	180 -633	-78%	-$21.9K	﹤0.01%	351
2020 Q2	$28K	Buy	813 +578	+246%	+$17.3K	0.01%	321
2020 Q1	$7K	Hold	235	–	–	﹤0.01%	438
2019 Q4	$21K	Sell	235 -1,000	-81%	-$89.8K	﹤0.01%	332
2019 Q3	$109K	Hold	1,235	–	–	0.03%	183
2019 Q2	$108K	Buy	1,235 +1,180	+2,145%	+$99.9K	0.02%	187
2019 Q1	$4K	Hold	55	–	–	﹤0.01%	490
2018 Q4	$5K	Hold	55	–	–	﹤0.01%	473
2018 Q3	$5K	Sell	55 -8,000	-99%	-$660K	﹤0.01%	510
2018 Q2	$562K	Buy	8,055 +7,000	+664%	+$486K	0.14%	90
2018 Q1	$73K	Sell	1,055 -4,000	-79%	-$276K	0.02%	192
2017 Q4	$341K	Buy	5,055 +5,000	+9,091%	+$312K	0.1%	105
2017 Q3	$3K	Hold	55	–	–	﹤0.01%	477
2017 Q2	$4K	Hold	55	–	–	﹤0.01%	450
2017 Q1	$4K	Buy	+55	New	+$3.98K	﹤0.01%	427

Other funds holding UAL

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return