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WFA of San Diego’s United Airlines UAL Stock Holding History

WFA of San Diego’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
2023
Q3 		$254 Hold
6
– – ﹤0.01% 388
2023
Q2 		$330 Buy
+6
New +$283 ﹤0.01% 379

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 $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WFA of San Diego's UAL Position: Q3 2023 in Review

WFA of San Diego held its United Airlines (UAL) position steady in Q3 2023 at 6 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #388.

WFA of San Diego first reported a position in UAL in Q2 2023 and has held it in 2 quarters since. The position peaked at $330 in Q2 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • WFA of San Diego held 6 shares of United Airlines worth $254 as of Q3 2023.
  • WFA of San Diego left its United Airlines share count unchanged in Q3 2023.
  • United Airlines made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2023, its #388 holding.
  • WFA of San Diego first reported a position in United Airlines in Q2 2023 and has held it in 2 quarters since.
  • WFA of San Diego's United Airlines position peaked at $330 in Q2 2023.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.