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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Tradition Wealth Management's UAL Position: Q1 2024 in Review

Tradition Wealth Management sold out of United Airlines (UAL) in Q1 2024, closing a stake of 110 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in UAL in Q4 2020 and held it in 11 quarters. The position peaked at $228K in Q1 2021. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

Tradition Wealth Management reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 110 United Airlines shares in Q1 2024, an estimated $5K.
Tradition Wealth Management first reported a position in United Airlines in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's United Airlines position peaked at $228K in Q1 2021.
636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.