Reilly Financial Advisors’s United Airlines UAL Stock Holding History

Reilly Financial Advisors’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 Q4	$4K	Buy	+100	New	+$4.64K	﹤0.01%	907
2019 Q1	–	Sell	-55	Closed	-$5K	–	997
2018 Q4	$5K	Hold	55	–	–	﹤0.01%	762
2018 Q3	$5K	Hold	55	–	–	﹤0.01%	836
2018 Q2	$4K	Hold	55	–	–	﹤0.01%	857
2018 Q1	$4K	Buy	+55	New	+$3.8K	﹤0.01%	822
2014 Q4	–	Sell	-103	Closed	-$5K	–	868
2014 Q3	$5K	Hold	103	–	–	﹤0.01%	643
2014 Q2	$4K	Buy	+103	New	+$4.44K	﹤0.01%	715
2013 Q4	–	Sell	-500	Closed	-$15K	–	864
2013 Q3	$15K	Hold	500	–	–	﹤0.01%	395
2013 Q2	$16K	Buy	+500	New	+$15.9K	﹤0.01%	389

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Reilly Financial Advisors's UAL Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in United Airlines (UAL) in Q4 2021: 100 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in UAL as recently as Q4 2018.

Reilly Financial Advisors first reported a position in UAL in Q2 2013 and has held it in 9 quarters since. The position peaked at $16K in Q2 2013. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

Reilly Financial Advisors held 100 shares of United Airlines worth $4K as of Q4 2021.
United Airlines was a new Reilly Financial Advisors position in Q4 2021.
United Airlines made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #907 holding.
Reilly Financial Advisors first reported a position in United Airlines in Q2 2013 and has held it in 9 quarters since.
Reilly Financial Advisors's United Airlines position peaked at $16K in Q2 2013.
540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.