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Nicolet Advisory Services’s United Airlines UAL Stock Holding History

Nicolet Advisory Services’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
Q2 		– Sell
-4,770
Closed -$200K – 201
2022
Q1 		$200K Sell
4,770
-37
-0.8% -$1.6K 0.03% 194
2021
Q4 		$210K Buy
+4,807
New +$223K 0.03% 194

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Nicolet Advisory Services's UAL Position: Q2 2022 in Review

Nicolet Advisory Services sold out of United Airlines (UAL) in Q2 2022, closing a stake of 4,770 shares — an estimated $200K sold.

Nicolet Advisory Services first reported a position in UAL in Q4 2021 and held it in 2 quarters. The position peaked at $210K in Q4 2021. 507 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

  • Nicolet Advisory Services reported no remaining United Airlines position as of Q2 2022 after selling out during the quarter.
  • Nicolet Advisory Services sold 4,770 United Airlines shares in Q2 2022, an estimated $200K.
  • Nicolet Advisory Services first reported a position in United Airlines in Q4 2021 and held it in 2 quarters.
  • Nicolet Advisory Services's United Airlines position peaked at $210K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on Nicolet Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.