Loring Wolcott & Coolidge Fiduciary Advisors’s United Airlines UAL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q3	–	Sell	-56	Closed	-$3K	–	932
2021 Q2	$3K	Buy	+56	New	+$3.11K	﹤0.01%	820
2019 Q3	–	Sell	-26	Closed	-$2K	–	734
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	673
2019 Q1	$2K	Buy	+26	New	+$2.19K	﹤0.01%	658

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UAL Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of United Airlines (UAL) in Q3 2021, closing a stake of 56 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UAL in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 56 United Airlines shares in Q3 2021, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in United Airlines in Q1 2019 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's United Airlines position peaked at $3K in Q2 2021.
546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.