Mascoma Wealth Management’s United Airlines UAL Stock Holding History

Mascoma 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
2023 Q2	–	Sell	-24	Closed	-$1.05K	–	582
2023 Q1	$1.05K	Hold	24	–	–	﹤0.01%	563
2022 Q4	$905	Hold	24	–	–	﹤0.01%	589
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	590
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	594
2022 Q1	$1K	Buy	+24	New	+$1.04K	﹤0.01%	576

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Mascoma Wealth Management's UAL Position: Q2 2023 in Review

Mascoma Wealth Management sold out of United Airlines (UAL) in Q2 2023, closing a stake of 24 shares — an estimated $1.05K sold.

Mascoma Wealth Management first reported a position in UAL in Q1 2022 and held it in 5 quarters. The position peaked at $1.05K in Q1 2023. 647 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

Mascoma Wealth Management reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 24 United Airlines shares in Q2 2023, an estimated $1.05K.
Mascoma Wealth Management first reported a position in United Airlines in Q1 2022 and held it in 5 quarters.
Mascoma Wealth Management's United Airlines position peaked at $1.05K in Q1 2023.
647 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.