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Fiduciary Alliance’s United Airlines UAL Stock Holding History

Fiduciary Alliance’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
-16
Closed -$878 – 894
2023
Q2 		$878 Buy
+16
New +$755 ﹤0.01% 875
2023
Q1 		– Sell
-116
Closed -$4.37K – 822
2022
Q4 		$4.37K Buy
+116
New +$4.71K ﹤0.01% 566

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 $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Fiduciary Alliance's UAL Position: Q3 2023 in Review

Fiduciary Alliance sold out of United Airlines (UAL) in Q3 2023, closing a stake of 16 shares — an estimated $878 sold.

Fiduciary Alliance first reported a position in UAL in Q4 2022 and held it in 2 quarters. The position peaked at $4.37K in Q4 2022. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Fiduciary Alliance reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 16 United Airlines shares in Q3 2023, an estimated $878.
  • Fiduciary Alliance first reported a position in United Airlines in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's United Airlines position peaked at $4.37K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.