Icon Wealth Partners’s United Airlines UAL Stock Holding History

Icon Wealth Partners’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	$112K	Sell	2,651 -496	-16%	-$25.1K	0.01%	374
2023 Q2	$173K	Hold	3,147	–	–	0.02%	329
2023 Q1	$139K	Buy	+3,147	New	+$151K	0.02%	357
2022 Q2	–	Sell	-5,147	Closed	-$239K	–	335
2022 Q1	$239K	Buy	+5,147	New	+$223K	0.02%	296
2021 Q4	–	Sell	-5,692	Closed	-$271K	–	344
2021 Q3	$271K	Sell	5,692 -250	-4%	-$11.8K	0.03%	296
2021 Q2	$311K	Buy	5,942 +1,700	+40%	+$94.3K	0.03%	293
2021 Q1	$244K	Buy	+4,242	New	+$207K	0.03%	298

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Icon Wealth Partners's UAL Position: Q3 2023 in Review

Icon Wealth Partners reduced its United Airlines (UAL) stake by 16% in Q3 2023, selling an estimated $25.1K and leaving 2,651 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #374.

Icon Wealth Partners first reported a position in UAL in Q1 2021 and has held it in 7 quarters since. The position peaked at $311K in Q2 2021. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

Icon Wealth Partners held 2,651 shares of United Airlines worth $112K as of Q3 2023.
Icon Wealth Partners sold 496 United Airlines shares in Q3 2023, an estimated $25.1K.
United Airlines made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #374 holding.
Icon Wealth Partners first reported a position in United Airlines in Q1 2021 and has held it in 7 quarters since.
Icon Wealth Partners's United Airlines position peaked at $311K in Q2 2021.
621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.