Enlightenment Research’s United Airlines UAL Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-20,300	Closed	-$1.06M	–	203
2021 Q2	$1.06M	Buy	+20,300	New	+$1.13M	1.35%	18
2021 Q1	–	Sell	-6,100	Closed	-$264K	–	192
2020 Q4	$264K	Buy	+6,100	New	+$247K	0.37%	69
2020 Q2	–	Sell	-8,400	Closed	-$517K	–	194
2020 Q1	$517K	Buy	+8,400	New	+$555K	0.55%	37
2019 Q3	–	Sell	-11,300	Closed	-$939K	–	270
2019 Q2	$939K	Buy	+11,300	New	+$956K	0.48%	48
2019 Q1	–	Sell	-4,691	Closed	-$393K	–	643
2018 Q4	$393K	Buy	+4,691	New	+$412K	0.49%	35

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

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

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

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

PCM

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

Enlightenment Research's UAL Position: Q3 2021 in Review

Enlightenment Research sold out of United Airlines (UAL) in Q3 2021, closing a stake of 20,300 shares — an estimated $1.06M sold.

Enlightenment Research first reported a position in UAL in Q4 2018 and held it in 5 quarters. The position peaked at $1.06M in Q2 2021. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

Enlightenment Research reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
Enlightenment Research sold 20,300 United Airlines shares in Q3 2021, an estimated $1.06M.
Enlightenment Research first reported a position in United Airlines in Q4 2018 and held it in 5 quarters.
Enlightenment Research's United Airlines position peaked at $1.06M in Q2 2021.
546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Enlightenment Research's 13F filing for Q3 2021, filed 15 Nov 2021.