EWG Elevate’s United Airlines UAL Stock Holding History

EWG Elevate’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 Q1	–	Sell	-672	Closed	-$25.3K	–	731
2022 Q4	$25.3K	Buy	+672	New	+$27.3K	0.01%	244

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

EWG Elevate's UAL Position: Q1 2023 in Review

EWG Elevate sold out of United Airlines (UAL) in Q1 2023, closing a stake of 672 shares — an estimated $25.3K sold.

EWG Elevate first reported a position in UAL in Q4 2022 and held it in 1 quarter. The position peaked at $25.3K in Q4 2022. 602 funds tracked by Wall St. Rank hold UAL as of Q1 2023.

EWG Elevate reported no remaining United Airlines position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 672 United Airlines shares in Q1 2023, an estimated $25.3K.
EWG Elevate first reported a position in United Airlines in Q4 2022 and held it in 1 quarter.
EWG Elevate's United Airlines position peaked at $25.3K in Q4 2022.
602 funds tracked by Wall St. Rank held United Airlines as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.