IndexIQ Advisors’s United Airlines UAL Stock Holding History

IndexIQ 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 Q1	$1K	Buy	+27	New	+$1.17K	﹤0.01%	1298
2021 Q1	–	Sell	-60,032	Closed	-$2.6M	–	1315
2020 Q4	$2.6M	Sell	60,032 -1	-0%	-$40	0.1%	164
2020 Q3	$2.09M	Sell	60,033 -305	-0.5%	-$10.6K	0.09%	168
2020 Q2	$2.09M	Sell	60,338 -5,136	-8%	-$154K	0.09%	164
2020 Q1	$2.07M	Buy	+65,474	New	+$4.33M	0.1%	97

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

IndexIQ Advisors's UAL Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in United Airlines (UAL) in Q1 2022: 27 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in UAL as recently as Q4 2020.

IndexIQ Advisors first reported a position in UAL in Q1 2020 and has held it in 5 quarters since. The position peaked at $2.6M in Q4 2020. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

IndexIQ Advisors held 27 shares of United Airlines worth $1K as of Q1 2022.
United Airlines was a new IndexIQ Advisors position in Q1 2022.
United Airlines made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1298 holding.
IndexIQ Advisors first reported a position in United Airlines in Q1 2020 and has held it in 5 quarters since.
IndexIQ Advisors's United Airlines position peaked at $2.6M in Q4 2020.
539 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.