State of Wisconsin Investment Board
UP icon

State of Wisconsin Investment Board’s Wheels Up UP Stock Holding History

State of Wisconsin Investment Board’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-57
Closed -$13K – 2653
2022
Q3 		$13K Sell
57
-17
-23% -$6.82K ﹤0.01% 2640
2022
Q2 		$29K Buy
+74
New +$39.5K ﹤0.01% 2725

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

State of Wisconsin Investment Board's UP Position: Q4 2022 in Review

State of Wisconsin Investment Board sold out of Wheels Up (UP) in Q4 2022, closing a stake of 57 shares — an estimated $13K sold.

State of Wisconsin Investment Board first reported a position in UP in Q2 2022 and held it in 2 quarters. The position peaked at $29K in Q2 2022. 202 funds tracked by Wall St. Rank hold UP as of Q4 2022.

  • State of Wisconsin Investment Board reported no remaining Wheels Up position as of Q4 2022 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 57 Wheels Up shares in Q4 2022, an estimated $13K.
  • State of Wisconsin Investment Board first reported a position in Wheels Up in Q2 2022 and held it in 2 quarters.
  • State of Wisconsin Investment Board's Wheels Up position peaked at $29K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Wheels Up as of Q4 2022.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2022, filed 14 Feb 2023.