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Stonegate Investment Group’s Wheels Up UP Stock Holding History

Stonegate Investment Group’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
2023
Q3 		– Sell
-2,899
Closed -$67.8K – 347
2023
Q2 		$67.8K Sell
2,899
-1,910
-40% -$135K ﹤0.01% 303
2023
Q1 		$609K Buy
4,809
+541
+13% +$120K 0.02% 188
2022
Q4 		$879K Buy
4,268
+3,862
+951% +$996K 0.04% 154
2022
Q3 		$93K Buy
406
+12
+3% +$4.81K ﹤0.01% 279
2022
Q2 		$154K Buy
394
+25
+7% +$13.4K 0.01% 277
2022
Q1 		$229K Hold
369
– – 0.01% 231
2021
Q4 		$342K Buy
+369
New +$431K 0.01% 200

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return