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RMR Wealth Builders’s United Airlines UAL Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-920
Closed -$53K – 668
2021
Q1 		$53K Sell
920
-350
-28% -$17.1K 0.01% 357
2020
Q4 		$55K Buy
+1,270
New +$51.4K 0.03% 252

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

RMR Wealth Builders's UAL Position: Q2 2021 in Review

RMR Wealth Builders sold out of United Airlines (UAL) in Q2 2021, closing a stake of 920 shares — an estimated $53K sold.

RMR Wealth Builders first reported a position in UAL in Q4 2020 and held it in 2 quarters. The position peaked at $55K in Q4 2020. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

  • RMR Wealth Builders reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 920 United Airlines shares in Q2 2021, an estimated $53K.
  • RMR Wealth Builders first reported a position in United Airlines in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's United Airlines position peaked at $55K in Q4 2020.
  • 561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.