Sterling Investment Advisors (Pennsylvania)’s United Airlines UAL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q2	–	Sell	-700	Closed	-$40K	–	573
2021 Q1	$40K	Hold	700	–	–	0.01%	257
2020 Q4	$30K	Hold	700	–	–	0.01%	273
2020 Q3	$24K	Hold	700	–	–	0.01%	271
2020 Q2	$24K	Sell	700 -350	-33%	-$10.5K	0.01%	279
2020 Q1	$33K	Buy	+1,050	New	+$69.4K	0.02%	222

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

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

USGIU

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s UAL Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of United Airlines (UAL) in Q2 2021, closing a stake of 700 shares — an estimated $40K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in UAL in Q1 2020 and held it in 5 quarters. The position peaked at $40K in Q1 2021. 561 funds tracked by Wall St. Rank hold UAL as of Q2 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining United Airlines position as of Q2 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 700 United Airlines shares in Q2 2021, an estimated $40K.
Sterling Investment Advisors (Pennsylvania) first reported a position in United Airlines in Q1 2020 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s United Airlines position peaked at $40K in Q1 2021.
561 funds tracked by Wall St. Rank held United Airlines as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.