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 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 $3.38T AUM 44.17% 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

Parisi Gray Wealth Management's UAL Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of United Airlines (UAL) in Q3 2021, closing a stake of 502 shares — an estimated $26K sold.

Parisi Gray Wealth Management first reported a position in UAL in Q4 2017 and held it in 11 quarters. The position peaked at $682K in Q3 2019. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

Parisi Gray Wealth Management reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 502 United Airlines shares in Q3 2021, an estimated $26K.
Parisi Gray Wealth Management first reported a position in United Airlines in Q4 2017 and held it in 11 quarters.
Parisi Gray Wealth Management's United Airlines position peaked at $682K in Q3 2019.
546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.