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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

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BlackRock
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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 $141B 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