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Measured Wealth Private Client Group’s United Airlines UAL Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-5,100
Closed -$216K – 192
2023
Q3 		$216K Buy
+5,100
New +$258K 0.09% 156

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Measured Wealth Private Client Group's UAL Position: Q4 2023 in Review

Measured Wealth Private Client Group sold out of United Airlines (UAL) in Q4 2023, closing a stake of 5,100 shares — an estimated $216K sold.

Measured Wealth Private Client Group first reported a position in UAL in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Measured Wealth Private Client Group reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 5,100 United Airlines shares in Q4 2023, an estimated $216K.
  • Measured Wealth Private Client Group first reported a position in United Airlines in Q3 2023 and held it in 1 quarter.
  • Measured Wealth Private Client Group's United Airlines position peaked at $216K in Q3 2023.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2023, filed 6 Feb 2024.