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Edmonds Duncan Registered Investment Advisors’s United Airlines UAL Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
-4,509
Closed -$247K – 143
2023
Q2 		$247K Buy
+4,509
New +$213K 0.07% 111

Other funds holding UAL

Vanguard Group
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's UAL Position: Q3 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of United Airlines (UAL) in Q3 2023, closing a stake of 4,509 shares — an estimated $247K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in UAL in Q2 2023 and held it in 1 quarter. The position peaked at $247K in Q2 2023. 622 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 4,509 United Airlines shares in Q3 2023, an estimated $247K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in United Airlines in Q2 2023 and held it in 1 quarter.
  • Edmonds Duncan Registered Investment Advisors's United Airlines position peaked at $247K in Q2 2023.
  • 622 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.