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Wipfli Financial Advisors’s United Airlines UAL Stock Holding History

Wipfli 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
Q3 		$92K Buy
+2,836
New +$105K 0.01% 771
2021
Q1 		– Sell
-4,648
Closed -$201K – 40
2020
Q4 		$201K Buy
+4,648
New +$188K 0.12% 37

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 $3.38T AUM 44.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wipfli Financial Advisors's UAL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in United Airlines (UAL) in Q3 2022: 2,836 shares worth $92K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in UAL as recently as Q4 2020.

Wipfli Financial Advisors first reported a position in UAL in Q4 2020 and has held it in 2 quarters since. The position peaked at $201K in Q4 2020. 506 funds tracked by Wall St. Rank hold UAL as of Q3 2022.

  • Wipfli Financial Advisors held 2,836 shares of United Airlines worth $92K as of Q3 2022.
  • United Airlines was a new Wipfli Financial Advisors position in Q3 2022.
  • United Airlines made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #771 holding.
  • Wipfli Financial Advisors first reported a position in United Airlines in Q4 2020 and has held it in 2 quarters since.
  • Wipfli Financial Advisors's United Airlines position peaked at $201K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held United Airlines as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.