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Tradition Wealth Management’s United Airlines UAL Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-110
Closed -$5K – 1132
2023
Q4 		$5K Buy
110
+5
+5% +$197 ﹤0.01% 1160
2023
Q3 		$4K Hold
105
– – ﹤0.01% 1260
2023
Q2 		$6K Hold
105
– – ﹤0.01% 1176
2023
Q1 		$5K Buy
+105
New +$5.03K ﹤0.01% 1165
2022
Q3 		– Sell
-400
Closed -$14K – 1214
2022
Q2 		$14K Hold
400
– – ﹤0.01% 743
2022
Q1 		$19K Sell
400
-3,450
-90% -$150K ﹤0.01% 733
2021
Q4 		$169K Sell
3,850
-120
-3% -$5.57K 0.02% 327
2021
Q3 		$189K Hold
3,970
– – 0.03% 284
2021
Q2 		$208K Hold
3,970
– – 0.03% 280
2021
Q1 		$228K Buy
3,970
+1,630
+70% +$79.6K 0.04% 233
2020
Q4 		$101K Buy
+2,340
New +$94.7K 0.02% 308

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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return