Red Door Wealth Management’s United Airlines UAL Stock Holding History

Red Door 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	-400	Closed	-$20K	–	573
2021 Q2	$20K	Buy	+400	New	+$22.2K	0.01%	359
2020 Q2	–	Sell	-50	Closed	-$1K	–	489
2020 Q1	$1K	Buy	+50	New	+$3.31K	﹤0.01%	419

Other funds holding UAL

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Red Door Wealth Management's UAL Position: Q3 2021 in Review

Red Door Wealth Management sold out of United Airlines (UAL) in Q3 2021, closing a stake of 400 shares — an estimated $20K sold.

Red Door Wealth Management first reported a position in UAL in Q1 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 545 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

Red Door Wealth Management reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 400 United Airlines shares in Q3 2021, an estimated $20K.
Red Door Wealth Management first reported a position in United Airlines in Q1 2020 and held it in 2 quarters.
Red Door Wealth Management's United Airlines position peaked at $20K in Q2 2021.
545 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.