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Gerber Kawasaki Wealth & Investment Management’s United Airlines UAL Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-1,137
Closed -$54K – 1049
2021
Q3 		$54K Buy
+1,137
New +$53.6K 0.01% 318

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 $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's UAL Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of United Airlines (UAL) in Q4 2021, closing a stake of 1,137 shares — an estimated $54K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UAL in Q3 2021 and held it in 1 quarter. The position peaked at $54K in Q3 2021. 541 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,137 United Airlines shares in Q4 2021, an estimated $54K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in United Airlines in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's United Airlines position peaked at $54K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.