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Money Concepts Capital’s United Airlines UAL Stock Holding History

Money Concepts Capital’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
-5,984
Closed -$265K – 481
2023
Q1 		$265K Sell
5,984
-4,242
-41% -$203K 0.01% 370
2022
Q4 		$386K Buy
10,226
+4,175
+69% +$169K 0.02% 495
2022
Q3 		$197K Buy
6,051
+5,082
+524% +$189K 0.01% 427
2022
Q2 		$35K Sell
969
-2,693
-74% -$118K ﹤0.01% 767
2022
Q1 		$170K Buy
+3,662
New +$159K 0.01% 804

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 $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Money Concepts Capital's UAL Position: Q2 2023 in Review

Money Concepts Capital sold out of United Airlines (UAL) in Q2 2023, closing a stake of 5,984 shares — an estimated $265K sold.

Money Concepts Capital first reported a position in UAL in Q1 2022 and held it in 5 quarters. The position peaked at $386K in Q4 2022. 647 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

  • Money Concepts Capital reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,984 United Airlines shares in Q2 2023, an estimated $265K.
  • Money Concepts Capital first reported a position in United Airlines in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's United Airlines position peaked at $386K in Q4 2022.
  • 647 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.