Safeguard Financial’s United Airlines UAL Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-239	Closed	-$13K	–	518
2023 Q2	$13K	Buy	+239	New	+$11.3K	0.01%	309

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Safeguard Financial's UAL Position: Q3 2023 in Review

Safeguard Financial sold out of United Airlines (UAL) in Q3 2023, closing a stake of 239 shares — an estimated $13K sold.

Safeguard Financial first reported a position in UAL in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

Safeguard Financial reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 239 United Airlines shares in Q3 2023, an estimated $13K.
Safeguard Financial first reported a position in United Airlines in Q2 2023 and held it in 1 quarter.
Safeguard Financial's United Airlines position peaked at $13K in Q2 2023.
621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.