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Sigma Planning Corp’s United Airlines UAL Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-4,519
Closed -$248K – 1308
2023
Q2 		$248K Sell
4,519
-977
-18% -$46.1K 0.01% 1009
2023
Q1 		$243K Buy
+5,496
New +$263K 0.01% 1093
2022
Q2 		– Sell
-6,358
Closed -$295K – 1437
2022
Q1 		$295K Sell
6,358
-1,860
-23% -$80.6K 0.01% 1063
2021
Q4 		$360K Sell
8,218
-5,993
-42% -$278K 0.01% 996
2021
Q3 		$676K Sell
14,211
-1,465
-9% -$69K 0.02% 690
2021
Q2 		$820K Buy
15,676
+120
+0.8% +$6.66K 0.02% 628
2021
Q1 		$895K Buy
15,556
+727
+5% +$35.5K 0.03% 546
2020
Q4 		$641K Buy
14,829
+583
+4% +$23.6K 0.02% 595
2020
Q3 		$495K Sell
14,246
-393
-3% -$13.6K 0.02% 613
2020
Q2 		$507K Buy
+14,639
New +$439K 0.02% 586

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return