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SG3 Management’s United Airlines UAL Stock Holding History

SG3 Management’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 		– Sell
-4,500
Closed -$214K – 1574
2021
Q3 		$214K Buy
+4,500
New +$212K 0.08% 762
2021
Q1 		– Sell
-22,000
Closed -$952K – 1819
2020
Q4 		$952K Sell
22,000
-8,000
-27% -$324K 0.14% 575
2020
Q3 		$1.04M Buy
30,000
+20,000
+200% +$692K 0.51% 414
2020
Q2 		$346K Buy
+10,000
New +$300K 0.22% 422
2020
Q1 		– Sell
-2,800
Closed -$185K – 572
2019
Q4 		$247K Hold
2,800
– – 0.04% 183
2019
Q3 		$248K Buy
+2,800
New +$247K 0.12% 229

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return