Lenox Wealth Advisors’s United Airlines UAL Stock Holding History

Lenox Wealth 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 Q1	$4K	Sell	102 -44	-30%	-$1.91K	﹤0.01%	594
2021 Q4	$6K	Buy	146 +44	+43%	+$2.04K	﹤0.01%	582
2021 Q3	$5K	Hold	102	–	–	﹤0.01%	565
2021 Q2	$5K	Hold	102	–	–	﹤0.01%	566
2021 Q1	$6K	Hold	102	–	–	﹤0.01%	482
2020 Q4	$4K	Hold	102	–	–	﹤0.01%	538
2020 Q3	$4K	Hold	102	–	–	﹤0.01%	464
2020 Q2	$4K	Hold	102	–	–	﹤0.01%	468
2020 Q1	$3K	Hold	102	–	–	﹤0.01%	536
2019 Q4	$9K	Hold	102	–	–	﹤0.01%	427
2019 Q3	$9K	Hold	102	–	–	﹤0.01%	372
2019 Q2	$9K	Hold	102	–	–	﹤0.01%	287
2019 Q1	$8K	Hold	102	–	–	﹤0.01%	299
2018 Q4	$9K	Hold	102	–	–	﹤0.01%	265
2018 Q3	$9K	Hold	102	–	–	﹤0.01%	284
2018 Q2	$7K	Hold	102	–	–	﹤0.01%	420
2018 Q1	$7K	Buy	+102	New	+$7.05K	﹤0.01%	395
2016 Q2	–	Sell	-22	Closed	-$1K	–	256
2016 Q1	$1K	Sell	22 -74	-77%	-$3.93K	﹤0.01%	241
2015 Q4	$6K	Buy	96 +74	+336%	+$4.27K	﹤0.01%	212
2015 Q3	$1K	Hold	22	–	–	﹤0.01%	388
2015 Q2	$1K	Buy	+22	New	+$1.27K	﹤0.01%	285

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Lenox Wealth Advisors's UAL Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its United Airlines (UAL) stake by 30% in Q1 2022, selling an estimated $1.91K and leaving 102 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Lenox Wealth Advisors first reported a position in UAL in Q2 2015 and has held it in 21 quarters since. The position peaked at $9K in Q4 2019. 540 funds tracked by Wall St. Rank hold UAL as of Q1 2022.

Lenox Wealth Advisors held 102 shares of United Airlines worth $4K as of Q1 2022.
Lenox Wealth Advisors sold 44 United Airlines shares in Q1 2022, an estimated $1.91K.
United Airlines made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #594 holding.
Lenox Wealth Advisors first reported a position in United Airlines in Q2 2015 and has held it in 21 quarters since.
Lenox Wealth Advisors's United Airlines position peaked at $9K in Q4 2019.
540 funds tracked by Wall St. Rank held United Airlines as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.