Stamos Capital Partners’s United Airlines UAL Stock Holding History

Stamos Capital Partners’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 Q1	–	Sell	-26,370	Closed	-$994K	–	130
2022 Q4	$994K	Buy	26,370 +11,000	+72%	+$446K	0.31%	78
2022 Q3	$500K	Buy	+15,370	New	+$572K	0.13%	140
2021 Q1	–	Sell	-45,000	Closed	-$1.95M	–	54
2020 Q4	$1.95M	Sell	45,000 -27,000	-38%	-$1.09M	0.83%	33
2020 Q3	$2.5M	Buy	72,000 +22,000	+44%	+$761K	0.93%	27
2020 Q2	$1.73M	Sell	50,000 -14,717	-23%	-$441K	0.99%	25
2020 Q1	$2.04M	Buy	+64,717	New	+$4.28M	1.08%	35
2019 Q1	–	Sell	-3,000	Closed	-$251K	–	89
2018 Q4	$251K	Buy	+3,000	New	+$264K	0.19%	68

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Stamos Capital Partners's UAL Position: Q1 2023 in Review

Stamos Capital Partners sold out of United Airlines (UAL) in Q1 2023, closing a stake of 26,370 shares — an estimated $994K sold.

Stamos Capital Partners first reported a position in UAL in Q4 2018 and held it in 7 quarters. The position peaked at $2.5M in Q3 2020. 602 funds tracked by Wall St. Rank hold UAL as of Q1 2023.

Stamos Capital Partners reported no remaining United Airlines position as of Q1 2023 after selling out during the quarter.
Stamos Capital Partners sold 26,370 United Airlines shares in Q1 2023, an estimated $994K.
Stamos Capital Partners first reported a position in United Airlines in Q4 2018 and held it in 7 quarters.
Stamos Capital Partners's United Airlines position peaked at $2.5M in Q3 2020.
602 funds tracked by Wall St. Rank held United Airlines as of Q1 2023.

Based on Stamos Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.