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Legacy Financial Advisors’s United Airlines UAL Stock Holding History

Legacy Financial Advisors’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
Q4 		– Sell
-8,010
Closed -$261K – 255
2022
Q3 		$261K Sell
8,010
-1,027
-11% -$38.2K 0.06% 177
2022
Q2 		$320K Buy
9,037
+14
+0.2% +$614 0.08% 141
2022
Q1 		$418K Buy
+9,023
New +$391K 0.09% 120
2019
Q2 		– Sell
-382
Closed -$30K – 855
2019
Q1 		$30K Sell
382
-94
-20% -$7.93K 0.01% 377
2018
Q4 		$40K Sell
476
-69
-13% -$6.06K 0.02% 282
2018
Q3 		$48K Hold
545
– – 0.02% 253
2018
Q2 		$39K Hold
545
– – 0.01% 279
2018
Q1 		$36K Buy
545
+84
+18% +$5.8K 0.01% 284
2017
Q4 		$31K Buy
+461
New +$28.7K 0.01% 305

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Financial Advisors's UAL Position: Q4 2022 in Review

Legacy Financial Advisors sold out of United Airlines (UAL) in Q4 2022, closing a stake of 8,010 shares — an estimated $261K sold.

Legacy Financial Advisors first reported a position in UAL in Q4 2017 and held it in 9 quarters. The position peaked at $418K in Q1 2022. 574 funds tracked by Wall St. Rank hold UAL as of Q4 2022.

  • Legacy Financial Advisors reported no remaining United Airlines position as of Q4 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 8,010 United Airlines shares in Q4 2022, an estimated $261K.
  • Legacy Financial Advisors first reported a position in United Airlines in Q4 2017 and held it in 9 quarters.
  • Legacy Financial Advisors's United Airlines position peaked at $418K in Q1 2022.
  • 574 funds tracked by Wall St. Rank held United Airlines as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.