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Laidlaw Wealth Management’s United Airlines UAL Stock Holding History

Laidlaw 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
2022
Q3 		– Sell
-5,731
Closed -$203K – 370
2022
Q2 		$203K Buy
5,731
+1,080
+23% +$47.4K 0.04% 346
2022
Q1 		$216K Buy
+4,651
New +$202K 0.04% 360

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Laidlaw Wealth Management's UAL Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of United Airlines (UAL) in Q3 2022, closing a stake of 5,731 shares — an estimated $203K sold.

Laidlaw Wealth Management first reported a position in UAL in Q1 2022 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 506 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

  • Laidlaw Wealth Management reported no remaining United Airlines position as of Q3 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,731 United Airlines shares in Q3 2022, an estimated $203K.
  • Laidlaw Wealth Management first reported a position in United Airlines in Q1 2022 and held it in 2 quarters.
  • Laidlaw Wealth Management's United Airlines position peaked at $216K in Q1 2022.
  • 506 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.