Sargent Bickham Lagudis’s United Airlines UAL Stock Holding History

Sargent Bickham Lagudis’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 Q4	$11.3K	Hold	300	–	–	﹤0.01%	710
2022 Q3	$10K	Sell	300 -274	-48%	-$10.2K	﹤0.01%	693
2022 Q2	$20K	Buy	574 +274	+91%	+$12K	﹤0.01%	593
2022 Q1	$14K	Sell	300 -44	-13%	-$1.91K	﹤0.01%	671
2021 Q4	$15K	Buy	344 +44	+15%	+$2.04K	﹤0.01%	655
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	664
2021 Q2	$16K	Hold	300	–	–	﹤0.01%	645
2021 Q1	$17K	Buy	+300	New	+$14.7K	﹤0.01%	612

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sargent Bickham Lagudis's UAL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its United Airlines (UAL) position steady in Q4 2022 at 300 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Sargent Bickham Lagudis first reported a position in UAL in Q1 2021 and has held it in 8 quarters since. The position peaked at $20K in Q2 2022. 574 funds tracked by Wall St. Rank hold UAL as of Q4 2022.

Sargent Bickham Lagudis held 300 shares of United Airlines worth $11.3K as of Q4 2022.
Sargent Bickham Lagudis left its United Airlines share count unchanged in Q4 2022.
United Airlines made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #710 holding.
Sargent Bickham Lagudis first reported a position in United Airlines in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's United Airlines position peaked at $20K in Q2 2022.
574 funds tracked by Wall St. Rank held United Airlines as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.