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Patriot Financial Group Insurance Agency’s United Airlines UAL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-15
Closed -$1K – 1844
2022
Q2 		$1K Sell
15
-53
-78% -$2.33K ﹤0.01% 1956
2022
Q1 		$3K Sell
68
-50
-42% -$2.17K ﹤0.01% 1802
2021
Q4 		$5K Hold
118
– – ﹤0.01% 1729
2021
Q3 		$6K Buy
118
+68
+136% +$3.2K ﹤0.01% 1661
2021
Q2 		$3K Sell
50
-2,500
-98% -$139K ﹤0.01% 1816
2021
Q1 		$147K Sell
2,550
-50
-2% -$2.44K 0.03% 461
2020
Q4 		$112K Buy
2,600
+2,500
+2,500% +$101K 0.03% 472
2020
Q3 		$3K Hold
100
– – ﹤0.01% 1401
2020
Q2 		$3K Sell
100
-350
-78% -$10.5K ﹤0.01% 1335
2020
Q1 		$14K Buy
450
+50
+13% +$3.31K 0.01% 761
2019
Q4 		$35K Hold
400
– – 0.01% 558
2019
Q3 		$35K Hold
400
– – 0.02% 509
2019
Q2 		$36K Hold
400
– – 0.02% 497
2019
Q1 		$32K Sell
400
-4
-1% -$338 0.02% 461
2018
Q4 		$34K Buy
404
+4
+1% +$351 0.02% 382
2018
Q3 		$36K Buy
400
+100
+33% +$8.25K 0.02% 368
2018
Q2 		$21K Hold
300
– – 0.02% 287
2018
Q1 		$20K Hold
300
– – 0.01% 474
2017
Q4 		$21K Hold
300
– – 0.02% 448
2017
Q3 		$19K Sell
300
-150
-33% -$9.99K 0.02% 423
2017
Q2 		$35K Sell
450
-850
-65% -$64.2K 0.04% 306
2017
Q1 		$91K Sell
1,300
-925
-42% -$66.9K 0.1% 158
2016
Q4 		$167K Buy
+2,225
New +$142K 0.23% 97

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UAL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of United Airlines (UAL) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in UAL in Q4 2016 and held it in 23 quarters. The position peaked at $167K in Q4 2016. 507 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining United Airlines position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15 United Airlines shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in United Airlines in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's United Airlines position peaked at $167K in Q4 2016.
  • 507 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.