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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
-3,600
Closed -$171K – 1573
2021
Q3 		$171K Buy
+3,600
New +$170K 0.06% 808
2021
Q1 		– Sell
-32,800
Closed -$1.42M – 1818
2020
Q4 		$1.42M Sell
32,800
-15,800
-33% -$639K 0.21% 476
2020
Q3 		$1.69M Sell
48,600
-85,200
-64% -$2.95M 0.82% 305
2020
Q2 		$4.63M Buy
133,800
+48,800
+57% +$1.46M 3% 72
2020
Q1 		$2.68M Buy
85,000
+81,500
+2,329% +$5.39M 5.17% 55
2019
Q4 		$308K Hold
3,500
– – 0.05% 171
2019
Q3 		$309K Buy
+3,500
New +$309K 0.15% 218
2017
Q1 		– Sell
-800
Closed -$58K – 446
2016
Q4 		$58K Buy
+800
New +$51K 0.09% 224

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