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Sutton Wealth Advisors’s United Airlines UAL Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$9.98K Buy
236
+35
+17% +$1.77K ﹤0.01% 469
2023
Q2 		$11K Hold
201
– – 0.01% 442
2023
Q1 		$8.89K Sell
201
-835
-81% -$40K ﹤0.01% 445
2022
Q4 		$39.1K Sell
1,036
-81
-7% -$3.29K 0.01% 464
2022
Q3 		$36.3K Buy
1,117
+81
+8% +$3.01K 0.01% 461
2022
Q2 		$36.7K Sell
1,036
-15
-1% -$658 0.01% 464
2022
Q1 		$48.7K Buy
1,051
+19
+2% +$824 0.02% 410
2021
Q4 		$45.2K Hold
1,032
– – 0.02% 448
2021
Q3 		$49.1K Sell
1,032
-21
-2% -$989 0.02% 397
2021
Q2 		$55.1K Hold
1,053
– – 0.02% 386
2021
Q1 		$60.6K Hold
1,053
– – 0.02% 348
2020
Q4 		$45.5K Sell
1,053
-30
-3% -$1.21K 0.02% 381
2020
Q3 		$37.6K Buy
1,083
+21
+2% +$726 0.02% 364
2020
Q2 		$36.8K Buy
1,062
+58
+6% +$1.74K 0.02% 374
2020
Q1 		$31.7K Buy
1,004
+142
+16% +$9.39K 0.02% 358
2019
Q4 		$75.9K Hold
862
– – 0.04% 244
2019
Q3 		$76.2K Hold
862
– – 0.04% 237
2019
Q2 		$75.5K Sell
862
-5
-0.6% -$423 0.04% 234
2019
Q1 		$69.2K Buy
867
+5
+0.6% +$422 0.04% 245
2018
Q4 		$72.2K Hold
862
– – 0.05% 231
2018
Q3 		$76.8K Hold
862
– – 0.05% 226
2018
Q2 		$60.1K Hold
862
– – 0.04% 247
2018
Q1 		$59.9K Hold
862
– – 0.04% 244
2017
Q4 		$58.1K Hold
862
– – 0.04% 248
2017
Q3 		$52.5K Hold
862
– – 0.04% 263
2017
Q2 		$64.9K Hold
862
– – 0.05% 229
2017
Q1 		$60.9K Hold
862
– – 0.05% 231
2016
Q4 		$62.8K Hold
862
– – 0.06% 229
2016
Q3 		$45.2K Buy
862
+19
+2% +$914 0.04% 275
2016
Q2 		$34.6K Hold
843
– – 0.03% 305
2016
Q1 		$50.5K Buy
+843
New +$44.8K 0.05% 245

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Sutton Wealth Advisors's UAL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its United Airlines (UAL) stake by 17% in Q3 2023, buying an estimated $1.77K and bringing the position to 236 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Sutton Wealth Advisors first reported a position in UAL in Q1 2016 and has held it in 31 quarters since. The position peaked at $76.8K in Q3 2018. 622 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Sutton Wealth Advisors held 236 shares of United Airlines worth $9.98K as of Q3 2023.
  • Sutton Wealth Advisors bought 35 United Airlines shares in Q3 2023, an estimated $1.77K.
  • United Airlines made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #469 holding.
  • Sutton Wealth Advisors first reported a position in United Airlines in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's United Airlines position peaked at $76.8K in Q3 2018.
  • 622 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.