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FormulaFolio Investments’s United Airlines UAL Stock Holding History

FormulaFolio Investments’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
Q2 		– Sell
-145
Closed -$8K – 514
2021
Q1 		$8K Sell
145
-8,180
-98% -$399K ﹤0.01% 303
2020
Q4 		$360K Buy
+8,325
New +$337K 0.01% 494

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

FormulaFolio Investments's UAL Position: Q2 2021 in Review

FormulaFolio Investments sold out of United Airlines (UAL) in Q2 2021, closing a stake of 145 shares — an estimated $8K sold.

FormulaFolio Investments first reported a position in UAL in Q4 2020 and held it in 2 quarters. The position peaked at $360K in Q4 2020. 560 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

  • FormulaFolio Investments reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 145 United Airlines shares in Q2 2021, an estimated $8K.
  • FormulaFolio Investments first reported a position in United Airlines in Q4 2020 and held it in 2 quarters.
  • FormulaFolio Investments's United Airlines position peaked at $360K in Q4 2020.
  • 560 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.