Walled Lake Planning & Wealth Management’s United Airlines UAL Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-190	Closed	-$9K	–	295
2021 Q3	$9K	Hold	190	–	–	0.01%	265
2021 Q2	$10K	Hold	190	–	–	0.01%	243
2021 Q1	$11K	Hold	190	–	–	0.01%	232
2020 Q4	$8K	Hold	190	–	–	0.01%	228
2020 Q3	$7K	Hold	190	–	–	0.01%	241
2020 Q2	$7K	Hold	190	–	–	0.01%	231
2020 Q1	$6K	Hold	190	–	–	0.01%	224
2019 Q4	$17K	Buy	+190	New	+$17.1K	0.01%	170

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Walled Lake Planning & Wealth Management's UAL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of United Airlines (UAL) in Q4 2021, closing a stake of 190 shares — an estimated $9K sold.

Walled Lake Planning & Wealth Management first reported a position in UAL in Q4 2019 and held it in 8 quarters. The position peaked at $17K in Q4 2019. 540 funds tracked by Wall St. Rank hold UAL as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining United Airlines position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 190 United Airlines shares in Q4 2021, an estimated $9K.
Walled Lake Planning & Wealth Management first reported a position in United Airlines in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's United Airlines position peaked at $17K in Q4 2019.
540 funds tracked by Wall St. Rank held United Airlines as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.