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Iron Horse Wealth Management’s United Airlines UAL Stock Holding History

Iron Horse Wealth 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
2022
Q3 		– Sell
-50
Closed -$2K – 277
2022
Q2 		$2K Buy
+50
New +$2.19K ﹤0.01% 206

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Iron Horse Wealth Management's UAL Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of United Airlines (UAL) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

Iron Horse Wealth Management first reported a position in UAL in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 506 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

  • Iron Horse Wealth Management reported no remaining United Airlines position as of Q3 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 50 United Airlines shares in Q3 2022, an estimated $2K.
  • Iron Horse Wealth Management first reported a position in United Airlines in Q2 2022 and held it in 1 quarter.
  • Iron Horse Wealth Management's United Airlines position peaked at $2K in Q2 2022.
  • 506 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.