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Navigation Wealth Management’s United Airlines UAL Stock Holding History

Navigation 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
2022
Q4 		– Sell
-4
Closed – – 44
2022
Q3 		$0 Hold
4
– – ﹤0.01% 46
2022
Q2 		$0 Hold
4
– – ﹤0.01% 51
2022
Q1 		$0 Buy
+4
New +$173 ﹤0.01% 69
2021
Q4 		– Sell
-4
Closed -$1K – 87
2021
Q3 		$1K Sell
4
-1,065
-100% -$50.2K 0.01% 91
2021
Q2 		$56K Buy
1,069
+668
+167% +$37K 0.05% 13
2021
Q1 		$23K Buy
+401
New +$19.6K 0.02% 29

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Navigation Wealth Management's UAL Position: Q4 2022 in Review

Navigation Wealth Management sold out of United Airlines (UAL) in Q4 2022, closing a stake of 4 shares.

Navigation Wealth Management first reported a position in UAL in Q1 2021 and held it in 6 quarters. The position peaked at $56K in Q2 2021. 574 funds tracked by Wall St. Rank hold UAL as of Q4 2022.

  • Navigation Wealth Management reported no remaining United Airlines position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 4 United Airlines shares in Q4 2022.
  • Navigation Wealth Management first reported a position in United Airlines in Q1 2021 and held it in 6 quarters.
  • Navigation Wealth Management's United Airlines position peaked at $56K in Q2 2021.
  • 574 funds tracked by Wall St. Rank held United Airlines as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.