MorganRosel Wealth Management’s United Airlines UAL Stock Holding History

MorganRosel Wealth Management’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
2021 Q3	–	Sell	-4,404	Closed	-$230K	–	89
2021 Q2	$230K	Sell	4,404 -2,000	-31%	-$111K	0.13%	76
2021 Q1	$368K	Buy	+6,404	New	+$313K	0.23%	61
2019 Q3	–	Sell	-8,276	Closed	-$725K	–	80
2019 Q2	$725K	Sell	8,276 -80	-1%	-$6.77K	0.6%	42
2019 Q1	$667K	Buy	+8,356	New	+$705K	0.57%	49

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PCM

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

MorganRosel Wealth Management's UAL Position: Q3 2021 in Review

MorganRosel Wealth Management sold out of United Airlines (UAL) in Q3 2021, closing a stake of 4,404 shares — an estimated $230K sold.

MorganRosel Wealth Management first reported a position in UAL in Q1 2019 and held it in 4 quarters. The position peaked at $725K in Q2 2019. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

MorganRosel Wealth Management reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
MorganRosel Wealth Management sold 4,404 United Airlines shares in Q3 2021, an estimated $230K.
MorganRosel Wealth Management first reported a position in United Airlines in Q1 2019 and held it in 4 quarters.
MorganRosel Wealth Management's United Airlines position peaked at $725K in Q2 2019.
546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on MorganRosel Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.