Sonora Investment Management’s United Airlines UAL Stock Holding History

Sonora Investment 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 Q3	$2K	Hold	46	–	–	﹤0.01%	1014
2021 Q2	$2K	Hold	46	–	–	﹤0.01%	919
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	1636
2020 Q4	$2K	Hold	46	–	–	﹤0.01%	1600
2020 Q3	$2K	Hold	46	–	–	﹤0.01%	1652
2020 Q2	$2K	Sell	46 -191	-81%	-$5.73K	﹤0.01%	1598
2020 Q1	$7K	Hold	237	–	–	﹤0.01%	1176
2019 Q4	$21K	Hold	237	–	–	﹤0.01%	852
2019 Q3	$21K	Hold	237	–	–	﹤0.01%	843
2019 Q2	$21K	Hold	237	–	–	﹤0.01%	854
2019 Q1	$19K	Hold	237	–	–	﹤0.01%	825
2018 Q4	$20K	Buy	+237	New	+$20.8K	﹤0.01%	644
2015 Q4	–	Sell	-115	Closed	-$7K	–	1139
2015 Q3	$7K	Buy	+115	New	+$6.49K	﹤0.01%	608

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

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 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

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

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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Sonora Investment Management's UAL Position: Q3 2021 in Review

Sonora Investment Management held its United Airlines (UAL) position steady in Q3 2021 at 46 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Sonora Investment Management first reported a position in UAL in Q3 2015 and has held it in 13 quarters since. The position peaked at $21K in Q4 2019. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

Sonora Investment Management held 46 shares of United Airlines worth $2K as of Q3 2021.
Sonora Investment Management left its United Airlines share count unchanged in Q3 2021.
United Airlines made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1014 holding.
Sonora Investment Management first reported a position in United Airlines in Q3 2015 and has held it in 13 quarters since.
Sonora Investment Management's United Airlines position peaked at $21K in Q4 2019.
546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.