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Schubert & Co’s United Airlines UAL Stock Holding History

Schubert & Co’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
Q2 		– Sell
-150
Closed -$6.64K – 1425
2023
Q1 		$6.64K Sell
150
-3
-2% -$144 0.01% 347
2022
Q4 		$5.77K Buy
153
+19
+14% +$771 0.01% 390
2022
Q3 		$4K Buy
134
+57
+74% +$2.12K ﹤0.01% 545
2022
Q2 		$3K Buy
77
+62
+413% +$2.72K ﹤0.01% 668
2022
Q1 		$1K Sell
15
-4
-21% -$173 ﹤0.01% 946
2021
Q4 		$1K Buy
+19
New +$881 ﹤0.01% 891

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Schubert & Co's UAL Position: Q2 2023 in Review

Schubert & Co sold out of United Airlines (UAL) in Q2 2023, closing a stake of 150 shares — an estimated $6.64K sold.

Schubert & Co first reported a position in UAL in Q4 2021 and held it in 6 quarters. The position peaked at $6.64K in Q1 2023. 647 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

  • Schubert & Co reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 150 United Airlines shares in Q2 2023, an estimated $6.64K.
  • Schubert & Co first reported a position in United Airlines in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's United Airlines position peaked at $6.64K in Q1 2023.
  • 647 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.