Evolution Wealth Advisors’s United Airlines UAL Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-173	Closed	-$8K	–	597
2021 Q3	$8K	Hold	173	–	–	﹤0.01%	435
2021 Q2	$9K	Hold	173	–	–	﹤0.01%	429
2021 Q1	$10K	Hold	173	–	–	﹤0.01%	420
2020 Q4	$7K	Hold	173	–	–	﹤0.01%	406
2020 Q3	$6K	Hold	173	–	–	﹤0.01%	425
2020 Q2	$6K	Buy	+173	New	+$5.19K	﹤0.01%	350
2020 Q1	–	Sell	-20	Closed	-$2K	–	631
2019 Q4	$2K	Buy	+20	New	+$1.79K	﹤0.01%	606

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Evolution Wealth Advisors's UAL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of United Airlines (UAL) in Q4 2021, closing a stake of 173 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in UAL in Q4 2019 and held it in 7 quarters. The position peaked at $10K in Q1 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

Evolution Wealth Advisors reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 173 United Airlines shares in Q4 2021, an estimated $8K.
Evolution Wealth Advisors first reported a position in United Airlines in Q4 2019 and held it in 7 quarters.
Evolution Wealth Advisors's United Airlines position peaked at $10K in Q1 2021.
540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.