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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 – 856
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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return