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Kelly Financial Services’s United Airlines UAL Stock Holding History

Kelly Financial Services’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
Q2 		– Sell
-60
Closed -$3.45K – 669
2021
Q1 		$3.45K Buy
+60
New +$2.93K ﹤0.01% 453

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 $3.37T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Kelly Financial Services's UAL Position: Q2 2021 in Review

Kelly Financial Services sold out of United Airlines (UAL) in Q2 2021, closing a stake of 60 shares — an estimated $3.45K sold.

Kelly Financial Services first reported a position in UAL in Q1 2021 and held it in 1 quarter. The position peaked at $3.45K in Q1 2021. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

  • Kelly Financial Services reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
  • Kelly Financial Services sold 60 United Airlines shares in Q2 2021, an estimated $3.45K.
  • Kelly Financial Services first reported a position in United Airlines in Q1 2021 and held it in 1 quarter.
  • Kelly Financial Services's United Airlines position peaked at $3.45K in Q1 2021.
  • 561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.