1834 Investment Advisors’s United Airlines UAL Stock Holding History

1834 Investment 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
2025 Q3	–	Sell	-4,140	Closed	-$330K	–	212
2025 Q2	$330K	Sell	4,140 -242	-6%	-$17.8K	0.04%	185
2025 Q1	$303K	Sell	4,382 -337	-7%	-$31.8K	0.04%	184
2024 Q4	$458K	Sell	4,719 -843	-15%	-$71.3K	0.06%	162
2024 Q3	$317K	Buy	5,562 +1,212	+28%	+$56.1K	0.04%	191
2024 Q2	$212K	Buy	+4,350	New	+$219K	0.03%	209
2023 Q4	–	Sell	-5,580	Closed	-$236K	–	236
2023 Q3	$236K	Buy	+5,580	New	+$282K	0.03%	218
2022 Q3	–	Sell	-125	Closed	-$4K	–	431
2022 Q2	$4K	Sell	125 -25	-17%	-$1.1K	﹤0.01%	419
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	380
2021 Q4	$7K	Buy	+150	New	+$6.96K	﹤0.01%	408
2020 Q2	–	Sell	-22,283	Closed	-$703K	–	468
2020 Q1	$703K	Buy	+22,283	New	+$1.47M	0.13%	99

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return