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McClarren Financial Advisors’s United Airlines UAL Stock Holding History

McClarren Financial 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
2023
Q2 		– Sell
-8
Closed – – 470
2023
Q1 		$0 Hold
8
– – ﹤0.01% 465
2022
Q4 		$0 Hold
8
– – ﹤0.01% 475
2022
Q3 		$0 Buy
+8
New +$298 ﹤0.01% 333
2022
Q2 		– Sell
-8
Closed – – 256
2022
Q1 		$0 Hold
8
– – ﹤0.01% 307
2021
Q4 		$1K Hold
8
– – ﹤0.01% 327
2021
Q3 		$0 Hold
8
– – ﹤0.01% 341
2021
Q2 		$0 Hold
8
– – ﹤0.01% 338
2021
Q1 		$0 Hold
8
– – ﹤0.01% 291
2020
Q4 		$0 Buy
+8
New +$324 ﹤0.01% 246

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 $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

McClarren Financial Advisors's UAL Position: Q2 2023 in Review

McClarren Financial Advisors sold out of United Airlines (UAL) in Q2 2023, closing a stake of 8 shares.

McClarren Financial Advisors first reported a position in UAL in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q4 2021. 646 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

  • McClarren Financial Advisors reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 8 United Airlines shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in United Airlines in Q4 2020 and held it in 9 quarters.
  • McClarren Financial Advisors's United Airlines position peaked at $1K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.