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M Holdings Securities’s United Airlines UAL Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-10,478
Closed -$464K – 433
2023
Q1 		$464K Buy
+10,478
New +$502K 0.05% 278

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

M Holdings Securities's UAL Position: Q1 2023 in Review

M Holdings Securities sold out of United Airlines (UAL) in Q1 2023, closing a stake of 10,451 shares — an estimated $501K sold.

M Holdings Securities first reported a position in UAL in Q4 2022 and held it in 1 quarter. The position peaked at $394K in Q4 2022. 602 funds tracked by Wall St. Rank hold UAL as of Q1 2023.

  • M Holdings Securities reported no remaining United Airlines position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 10,451 United Airlines shares in Q1 2023, an estimated $501K.
  • M Holdings Securities first reported a position in United Airlines in Q4 2022 and held it in 1 quarter.
  • M Holdings Securities's United Airlines position peaked at $394K in Q4 2022.
  • 602 funds tracked by Wall St. Rank held United Airlines as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.