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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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

US Financial Advisors's UAL Position: Q2 2022 in Review

US Financial Advisors sold out of United Airlines (UAL) in Q2 2022, closing a stake of 6,790 shares — an estimated $315K sold.

US Financial Advisors first reported a position in UAL in Q4 2014 and held it in 8 quarters. The position peaked at $315K in Q1 2022. 507 funds tracked by Wall St. Rank hold UAL as of Q2 2022.

  • US Financial Advisors reported no remaining United Airlines position as of Q2 2022 after selling out during the quarter.
  • US Financial Advisors sold 6,790 United Airlines shares in Q2 2022, an estimated $315K.
  • US Financial Advisors first reported a position in United Airlines in Q4 2014 and held it in 8 quarters.
  • US Financial Advisors's United Airlines position peaked at $315K in Q1 2022.
  • 507 funds tracked by Wall St. Rank held United Airlines as of Q2 2022.

Based on US Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.