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US Financial Advisors’s United Airlines UAL Stock Holding History

US Financial 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
2022
Q2 		– Sell
-6,790
Closed -$315K – 80
2022
Q1 		$315K Hold
6,790
– – 0.15% 52
2021
Q4 		$297K Buy
+6,790
New +$315K 0.14% 54
2016
Q2 		– Sell
-90
Closed -$5K – 370
2016
Q1 		$5K Hold
90
– – 0.01% 261
2015
Q4 		$5K Hold
90
– – ﹤0.01% 385
2015
Q3 		$5K Hold
90
– – 0.01% 308
2015
Q2 		$5K Hold
90
– – ﹤0.01% 289
2015
Q1 		$6K Hold
90
– – 0.01% 301
2014
Q4 		$6K Buy
+90
New +$4.98K 0.01% 278

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return