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Strategic Wealth Partners’s United Airlines UAL Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-8,730
Closed -$456K – 243
2021
Q2 		$456K Sell
8,730
-61
-0.7% -$3.38K 0.15% 161
2021
Q1 		$506K Buy
+8,791
New +$429K 0.2% 121
2019
Q4 		– Sell
-100
Closed -$8 – 479
2019
Q3 		$8 Hold
100
– – ﹤0.01% 597
2019
Q2 		$8K Buy
100
+62
+163% +$5.25K ﹤0.01% 590
2019
Q1 		$3K Hold
38
– – ﹤0.01% 711
2018
Q4 		$3K Buy
+38
New +$3.34K ﹤0.01% 626

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Strategic Wealth Partners's UAL Position: Q3 2021 in Review

Strategic Wealth Partners sold out of United Airlines (UAL) in Q3 2021, closing a stake of 8,730 shares — an estimated $456K sold.

Strategic Wealth Partners first reported a position in UAL in Q4 2018 and held it in 6 quarters. The position peaked at $506K in Q1 2021. 546 funds tracked by Wall St. Rank hold UAL as of Q3 2021.

  • Strategic Wealth Partners reported no remaining United Airlines position as of Q3 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 8,730 United Airlines shares in Q3 2021, an estimated $456K.
  • Strategic Wealth Partners first reported a position in United Airlines in Q4 2018 and held it in 6 quarters.
  • Strategic Wealth Partners's United Airlines position peaked at $506K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held United Airlines as of Q3 2021.

Based on Strategic Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.