IronBridge Private Wealth’s United Airlines UAL Stock Holding History

IronBridge Private Wealth’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	–	Sell	-150	Closed	-$7K	–	280
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	217
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	182
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	176
2021 Q1	$9K	Hold	150	–	–	0.01%	171
2020 Q4	$6K	Buy	+150	New	+$6.07K	﹤0.01%	182

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

IronBridge Private Wealth's UAL Position: Q1 2022 in Review

IronBridge Private Wealth sold out of United Airlines (UAL) in Q1 2022, closing a stake of 150 shares — an estimated $7K sold.

IronBridge Private Wealth first reported a position in UAL in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q1 2021. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

IronBridge Private Wealth reported no remaining United Airlines position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 150 United Airlines shares in Q1 2022, an estimated $7K.
IronBridge Private Wealth first reported a position in United Airlines in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's United Airlines position peaked at $9K in Q1 2021.
539 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.