SFP
UAL icon

Sterling Financial Planning’s United Airlines UAL Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-478
Closed -$23K – 370
2021
Q3 		$23K Sell
478
-208
-30% -$9.8K 0.01% 253
2021
Q2 		$36K Hold
686
– – 0.02% 203
2021
Q1 		$39K Hold
686
– – 0.03% 173
2020
Q4 		$30K Buy
+686
New +$27.7K 0.02% 186

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sterling Financial Planning's UAL Position: Q4 2021 in Review

Sterling Financial Planning sold out of United Airlines (UAL) in Q4 2021, closing a stake of 478 shares — an estimated $23K sold.

Sterling Financial Planning first reported a position in UAL in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q1 2021. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

  • Sterling Financial Planning reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 478 United Airlines shares in Q4 2021, an estimated $23K.
  • Sterling Financial Planning first reported a position in United Airlines in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's United Airlines position peaked at $39K in Q1 2021.
  • 540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.