TCWP’s United Airlines UAL Stock Holding History

TCWP’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
2022 Q2	–	Sell	-32	Closed	-$1K	–	1643
2022 Q1	$1K	Buy	+32	New	+$1.39K	﹤0.01%	1641

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

TCWP's UAL Position: Q2 2022 in Review

TCWP sold out of United Airlines (UAL) in Q2 2022, closing a stake of 32 shares — an estimated $1K sold.

TCWP first reported a position in UAL in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 507 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

TCWP reported no remaining United Airlines position as of Q2 2022 after selling out during the quarter.
TCWP sold 32 United Airlines shares in Q2 2022, an estimated $1K.
TCWP first reported a position in United Airlines in Q1 2022 and held it in 1 quarter.
TCWP's United Airlines position peaked at $1K in Q1 2022.
507 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.