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Jeppson Wealth Management’s United Airlines UAL Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-340
Closed -$12K – 426
2020
Q3 		$12K Buy
+340
New +$11.8K 0.01% 379

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jeppson Wealth Management's UAL Position: Q4 2020 in Review

Jeppson Wealth Management sold out of United Airlines (UAL) in Q4 2020, closing a stake of 340 shares — an estimated $12K sold.

Jeppson Wealth Management first reported a position in UAL in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 551 funds tracked by Wall St. Rank hold UAL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining United Airlines position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 340 United Airlines shares in Q4 2020, an estimated $12K.
  • Jeppson Wealth Management first reported a position in United Airlines in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's United Airlines position peaked at $12K in Q3 2020.
  • 551 funds tracked by Wall St. Rank held United Airlines as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.