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Lake Point Wealth Management’s United Airlines UAL Stock Holding History

Lake Point 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
Q1 		– Sell
-181
Closed -$8K – 482
2021
Q4 		$8K Hold
181
– – ﹤0.01% 205
2021
Q3 		$9K Buy
+181
New +$8.53K ﹤0.01% 175

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 $3.38T AUM 44.17% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Lake Point Wealth Management's UAL Position: Q1 2022 in Review

Lake Point Wealth Management sold out of United Airlines (UAL) in Q1 2022, closing a stake of 181 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in UAL in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

  • Lake Point Wealth Management reported no remaining United Airlines position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 181 United Airlines shares in Q1 2022, an estimated $8K.
  • Lake Point Wealth Management first reported a position in United Airlines in Q3 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's United Airlines position peaked at $9K in Q3 2021.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.