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 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

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

Edge Wealth Management's UAL Position: Q2 2021 in Review

Edge Wealth Management sold out of United Airlines (UAL) in Q2 2021, closing a stake of 180 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in UAL in Q1 2017 and held it in 17 quarters. The position peaked at $562K in Q2 2018. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

Edge Wealth Management reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
Edge Wealth Management sold 180 United Airlines shares in Q2 2021, an estimated $10K.
Edge Wealth Management first reported a position in United Airlines in Q1 2017 and held it in 17 quarters.
Edge Wealth Management's United Airlines position peaked at $562K in Q2 2018.
561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on Edge Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.