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Liberty Wealth Management’s United Airlines UAL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-394
Closed -$19K – 1034
2021
Q3 		$19K Hold
394
– – 0.01% 665
2021
Q2 		$21K Buy
394
+364
+1,213% +$20.2K 0.01% 498
2021
Q1 		$1K Hold
30
– – ﹤0.01% 905
2020
Q4 		$1K Hold
30
– – ﹤0.01% 910
2020
Q3 		$1K Sell
30
-45
-60% -$1.56K ﹤0.01% 833
2020
Q2 		$3K Hold
75
– – ﹤0.01% 711
2020
Q1 		$2K Sell
75
-66
-47% -$4.36K ﹤0.01% 750
2019
Q4 		$12K Hold
141
– – 0.01% 514
2019
Q3 		$12K Buy
+141
New +$12.5K 0.01% 490

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
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Liberty Wealth Management's UAL Position: Q4 2021 in Review

Liberty Wealth Management sold out of United Airlines (UAL) in Q4 2021, closing a stake of 394 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in UAL in Q3 2019 and held it in 9 quarters. The position peaked at $21K in Q2 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Liberty Wealth Management reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 394 United Airlines shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in United Airlines in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's United Airlines position peaked at $21K in Q2 2021.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.