EdgeRock Capital’s United Airlines UAL Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-600	Closed	-$20K	–	367
2022 Q3	$20K	Buy	+600	New	+$22.3K	0.01%	162

Other funds holding UAL

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

USGIU

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EdgeRock Capital's UAL Position: Q4 2022 in Review

EdgeRock Capital sold out of United Airlines (UAL) in Q4 2022, closing a stake of 600 shares — an estimated $20K sold.

EdgeRock Capital first reported a position in UAL in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 575 funds tracked by Wall St. Rank hold UAL as of Q4 2022.

EdgeRock Capital reported no remaining United Airlines position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 600 United Airlines shares in Q4 2022, an estimated $20K.
EdgeRock Capital first reported a position in United Airlines in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's United Airlines position peaked at $20K in Q3 2022.
575 funds tracked by Wall St. Rank held United Airlines as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.