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Sun Life Financial’s United Airlines UAL Stock Holding History

Sun Life Financial’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
-183
Closed -$11K – 457
2021
Q1 		$11K Buy
183
+9
+5% +$440 ﹤0.01% 385
2020
Q4 		$8K Buy
174
+2
+1% +$81 ﹤0.01% 418
2020
Q3 		$6K Buy
172
+24
+16% +$830 ﹤0.01% 436
2020
Q2 		$5K Buy
148
+29
+24% +$870 ﹤0.01% 406
2020
Q1 		$4K Sell
119
-11
-8% -$727 ﹤0.01% 410
2019
Q4 		$11K Sell
130
-51
-28% -$4.58K ﹤0.01% 306
2019
Q3 		$16K Hold
181
– – ﹤0.01% 433
2019
Q2 		$16K Sell
181
-199
-52% -$16.8K ﹤0.01% 432
2019
Q1 		$30K Sell
380
-255
-40% -$21.5K 0.01% 428
2018
Q4 		$53K Buy
635
+3
+0.5% +$264 0.01% 381
2018
Q3 		$56K Sell
632
-8
-1% -$660 0.01% 416
2018
Q2 		$45K Buy
640
+563
+731% +$39.1K 0.01% 448
2018
Q1 		$1.1K Sell
77
-474
-86% -$32.7K 0.01% 316
2017
Q4 		$37K Sell
551
-1,346
-71% -$83.9K ﹤0.01% 314
2017
Q3 		$115K Sell
1,897
-165
-8% -$11K 0.01% 317
2017
Q2 		$155K Buy
2,062
+2,051
+18,645% +$155K 0.02% 265
2017
Q1 		$155 Hold
11
– – ﹤0.01% 321
2016
Q4 		$156 Buy
+11
New +$701 ﹤0.01% 268

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return