Parisi Gray Wealth Management’s United Airlines UAL Stock Holding History

Parisi Gray 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	-502	Closed	-$26K	–	520
2021 Q2	$26K	Buy	+502	New	+$27.8K	0.01%	350
2020 Q2	–	Sell	-7,604	Closed	-$240K	–	112
2020 Q1	$240K	Sell	7,604 -107	-1%	-$7.08K	0.17%	89
2019 Q4	$679K	Hold	7,711	–	–	0.38%	56
2019 Q3	$682K	Hold	7,711	–	–	0.45%	53
2019 Q2	$675K	Hold	7,711	–	–	0.46%	51
2019 Q1	$615K	Hold	7,711	–	–	0.39%	51
2018 Q4	$641K	Hold	7,711	–	–	0.43%	50
2018 Q3	$681K	Hold	7,711	–	–	0.42%	59
2018 Q2	$547K	Hold	7,711	–	–	0.36%	66
2018 Q1	$534K	Sell	7,711 -71	-0.9%	-$4.91K	0.41%	61
2017 Q4	$536K	Buy	+7,782	New	+$485K	0.4%	63

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return