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TFO Wealth Partners’s United Airlines UAL Stock Holding History

TFO 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
2024
Q2 		– Sell
-7
Closed -$335 – 697
2024
Q1 		$335 Hold
7
– – ﹤0.01% 366
2023
Q4 		$289 Hold
7
– – ﹤0.01% 530
2023
Q3 		$384 Hold
7
– – ﹤0.01% 544
2023
Q2 		$384 Hold
7
– – ﹤0.01% 336
2023
Q1 		$310 Sell
7
-1
-13% -$48 ﹤0.01% 367
2022
Q4 		$324 Sell
8
-66
-89% -$2.68K ﹤0.01% 546
2022
Q3 		$2K Buy
+74
New +$2.75K ﹤0.01% 125
2021
Q3 		– Sell
-100
Closed -$5K – 183
2021
Q2 		$5K Buy
+100
New +$5.55K ﹤0.01% 90
2020
Q4 		– Sell
-282
Closed -$10K – 163
2020
Q3 		$10K Hold
282
– – ﹤0.01% 80
2020
Q2 		$10K Hold
282
– – ﹤0.01% 92
2020
Q1 		$8K Buy
+282
New +$18.6K ﹤0.01% 97

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return