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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UAL Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of United Airlines (UAL) in Q1 2024, closing a stake of 25 shares — an estimated $1.03K sold.

Moisand Fitzgerald Tamayo first reported a position in UAL in Q2 2020 and held it in 11 quarters. The position peaked at $43.9K in Q2 2023. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 25 United Airlines shares in Q1 2024, an estimated $1.03K.
Moisand Fitzgerald Tamayo first reported a position in United Airlines in Q2 2020 and held it in 11 quarters.
Moisand Fitzgerald Tamayo's United Airlines position peaked at $43.9K in Q2 2023.
636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.