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Ironwood Financial’s United Airlines UAL Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-64
Closed -$3K – 505
2021
Q3 		$3K Hold
64
– – ﹤0.01% 486
2021
Q2 		$3K Hold
64
– – ﹤0.01% 486
2021
Q1 		$4K Hold
64
– – ﹤0.01% 438
2020
Q4 		$3K Buy
64
+19
+42% +$769 ﹤0.01% 426
2020
Q3 		$2K Hold
45
– – ﹤0.01% 399
2020
Q2 		$2K Buy
+45
New +$1.35K ﹤0.01% 373

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ironwood Financial's UAL Position: Q4 2021 in Review

Ironwood Financial sold out of United Airlines (UAL) in Q4 2021, closing a stake of 64 shares — an estimated $3K sold.

Ironwood Financial first reported a position in UAL in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Ironwood Financial reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 64 United Airlines shares in Q4 2021, an estimated $3K.
  • Ironwood Financial first reported a position in United Airlines in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's United Airlines position peaked at $4K in Q1 2021.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.