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	–	1305
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	–	1436
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Sigma Planning Corp's UAL Position: Q3 2023 in Review

Sigma Planning Corp sold out of United Airlines (UAL) in Q3 2023, closing a stake of 4,519 shares — an estimated $248K sold.

Sigma Planning Corp first reported a position in UAL in Q2 2020 and held it in 10 quarters. The position peaked at $895K in Q1 2021. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

Sigma Planning Corp reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 4,519 United Airlines shares in Q3 2023, an estimated $248K.
Sigma Planning Corp first reported a position in United Airlines in Q2 2020 and held it in 10 quarters.
Sigma Planning Corp's United Airlines position peaked at $895K in Q1 2021.
621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.