MLFP
UAL icon

MPS Loria Financial Planners’s United Airlines UAL Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-72
Closed -$4K – 530
2021
Q1 		$4K Hold
72
– – ﹤0.01% 376
2020
Q4 		$3K Buy
72
+15
+26% +$607 ﹤0.01% 433
2020
Q3 		$2K Buy
57
+13
+30% +$450 ﹤0.01% 299
2020
Q2 		$2K Buy
+44
New +$1.32K ﹤0.01% 307
2017
Q3 		– Sell
-44
Closed -$3K – 314
2017
Q2 		$3K Buy
+44
New +$3.32K ﹤0.01% 345

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

MPS Loria Financial Planners's UAL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of United Airlines (UAL) in Q2 2021, closing a stake of 72 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in UAL in Q2 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 72 United Airlines shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in United Airlines in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's United Airlines position peaked at $4K in Q1 2021.
  • 561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.