HA
UAL icon

Herold Advisors’s United Airlines UAL Stock Holding History

Herold 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
2022
Q2 		– Sell
-100
Closed -$4.64K – 643
2022
Q1 		$4.64K Buy
+100
New +$4.33K ﹤0.01% 678
2021
Q4 		– Sell
-300
Closed -$14K – 618
2021
Q3 		$14K Buy
+300
New +$14.1K 0.01% 564

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Herold Advisors's UAL Position: Q2 2022 in Review

Herold Advisors sold out of United Airlines (UAL) in Q2 2022, closing a stake of 100 shares — an estimated $4.64K sold.

Herold Advisors first reported a position in UAL in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 507 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

  • Herold Advisors reported no remaining United Airlines position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 100 United Airlines shares in Q2 2022, an estimated $4.64K.
  • Herold Advisors first reported a position in United Airlines in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's United Airlines position peaked at $14K in Q3 2021.
  • 507 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.