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Kowal Investment Group’s United Airlines UAL Stock Holding History

Kowal Investment Group’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
-1,253
Closed -$60K – 881
2021
Q3 		$60K Buy
+1,253
New +$59K 0.02% 222

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kowal Investment Group's UAL Position: Q4 2021 in Review

Kowal Investment Group sold out of United Airlines (UAL) in Q4 2021, closing a stake of 1,253 shares — an estimated $60K sold.

Kowal Investment Group first reported a position in UAL in Q3 2021 and held it in 1 quarter. The position peaked at $60K in Q3 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Kowal Investment Group reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,253 United Airlines shares in Q4 2021, an estimated $60K.
  • Kowal Investment Group first reported a position in United Airlines in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's United Airlines position peaked at $60K in Q3 2021.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.