Janiczek Wealth Management’s United Airlines UAL Stock Holding History

Janiczek 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
2024 Q2	$2.19K	Hold	45	–	–	﹤0.01%	847
2024 Q1	$2.15K	Hold	45	–	–	﹤0.01%	859
2023 Q4	$1.86K	Hold	45	–	–	﹤0.01%	863
2023 Q3	$1.9K	Hold	45	–	–	﹤0.01%	843
2023 Q2	$2.47K	Hold	45	–	–	﹤0.01%	750
2023 Q1	$1.88K	Sell	45 -5	-10%	-$240	﹤0.01%	776
2022 Q4	$2.56K	Hold	50	–	–	﹤0.01%	738
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	787
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	805
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	794
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	854
2021 Q3	$2K	Buy	+50	New	+$2.36K	﹤0.01%	831

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's UAL Position: Q2 2024 in Review

Janiczek Wealth Management held its United Airlines (UAL) position steady in Q2 2024 at 45 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Janiczek Wealth Management first reported a position in UAL in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.56K in Q4 2022. 669 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

Janiczek Wealth Management held 45 shares of United Airlines worth $2.19K as of Q2 2024.
Janiczek Wealth Management left its United Airlines share count unchanged in Q2 2024.
United Airlines made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #847 holding.
Janiczek Wealth Management first reported a position in United Airlines in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's United Airlines position peaked at $2.56K in Q4 2022.
669 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.