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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 – 1292
2021
Q3 		$171K Buy
+3,600
New +$170K 0.01% 808
2021
Q1 		– Sell
-32,800
Closed -$1.42M – 1476
2020
Q4 		$1.42M Sell
32,800
-15,800
-33% -$639K 0.03% 476
2020
Q3 		$1.69M Sell
48,600
-85,200
-64% -$2.95M 0.06% 305
2020
Q2 		$4.63M Buy
133,800
+48,800
+57% +$1.46M 0.32% 72
2020
Q1 		$2.68M Buy
85,000
+81,500
+2,329% +$5.39M 0.36% 55
2019
Q4 		$308K Hold
3,500
– – 0.02% 171
2019
Q3 		$309K Buy
+3,500
New +$309K 0.03% 218
2017
Q1 		– Sell
-800
Closed -$58K – 316
2016
Q4 		$58K Buy
+800
New +$51K 0.01% 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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

SG3 Management's UAL Position: Q4 2021 in Review

SG3 Management sold out of United Airlines (UAL) in Q4 2021, closing a stake of 4,500 shares — an estimated $214K sold.

SG3 Management first reported a position in UAL in Q3 2019 and held it in 6 quarters. The position peaked at $1.04M in Q3 2020. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • SG3 Management reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • SG3 Management sold 4,500 United Airlines shares in Q4 2021, an estimated $214K.
  • SG3 Management first reported a position in United Airlines in Q3 2019 and held it in 6 quarters.
  • SG3 Management's United Airlines position peaked at $1.04M in Q3 2020.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on SG3 Management's 13F filing for Q4 2021, filed 15 Feb 2022.