Stapp Wealth Management’s United Airlines UAL Stock Holding History

Stapp Wealth 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
2022 Q4	–	Sell	-5	Closed	–	–	103
2022 Q3	$0	Buy	+5	New	+$186	﹤0.01%	115

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stapp Wealth Management's UAL Position: Q4 2022 in Review

Stapp Wealth Management sold out of United Airlines (UAL) in Q4 2022, closing a stake of 5 shares.

Stapp Wealth Management first reported a position in UAL in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 575 funds tracked by Wall St. Rank hold UAL as of Q4 2022.

Stapp Wealth Management reported no remaining United Airlines position as of Q4 2022 after selling out during the quarter.
Stapp Wealth Management sold 5 United Airlines shares in Q4 2022.
Stapp Wealth Management first reported a position in United Airlines in Q3 2022 and held it in 1 quarter.
Stapp Wealth Management's United Airlines position peaked at $0 in Q3 2022.
575 funds tracked by Wall St. Rank held United Airlines as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.