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Moisand Fitzgerald Tamayo’s United Airlines UAL Stock Holding History

Moisand Fitzgerald Tamayo’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
2024
Q1 		– Sell
-25
Closed -$1.03K – 654
2023
Q4 		$1.03K Hold
25
– – ﹤0.01% 584
2023
Q3 		$1.06K Sell
25
-775
-97% -$39.2K ﹤0.01% 652
2023
Q2 		$43.9K Hold
800
– – 0.01% 184
2023
Q1 		$35.4K Buy
+800
New +$38.3K 0.01% 209
2022
Q1 		– Sell
-128
Closed -$6K – 652
2021
Q4 		$6K Hold
128
– – ﹤0.01% 292
2021
Q3 		$6K Hold
128
– – ﹤0.01% 285
2021
Q2 		$7K Hold
128
– – ﹤0.01% 296
2021
Q1 		$7K Hold
128
– – ﹤0.01% 242
2020
Q4 		$6K Hold
128
– – ﹤0.01% 255
2020
Q3 		$4K Sell
128
-284
-69% -$9.82K ﹤0.01% 264
2020
Q2 		$14K Buy
+412
New +$12.4K 0.01% 168

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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return