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Advisory Research’s United Airlines UAL Stock Holding History

Advisory Research’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 		– Sell
-9,415
Closed -$517K – 495
2023
Q2 		$517K Buy
9,415
+2,099
+29% +$99.1K 0.07% 283
2023
Q1 		$324K Buy
7,316
+85
+1% +$4.07K 0.05% 282
2022
Q4 		$273K Buy
7,231
+78
+1% +$3.17K 0.03% 312
2022
Q3 		$233K Sell
7,153
-2,363
-25% -$87.9K 0.02% 295
2022
Q2 		$337K Buy
9,516
+1,917
+25% +$84.1K 0.03% 270
2022
Q1 		$352K Buy
+7,599
New +$329K 0.03% 287

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Advisory Research's UAL Position: Q3 2023 in Review

Advisory Research sold out of United Airlines (UAL) in Q3 2023, closing a stake of 9,415 shares — an estimated $517K sold.

Advisory Research first reported a position in UAL in Q1 2022 and held it in 6 quarters. The position peaked at $517K in Q2 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Advisory Research reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 9,415 United Airlines shares in Q3 2023, an estimated $517K.
  • Advisory Research first reported a position in United Airlines in Q1 2022 and held it in 6 quarters.
  • Advisory Research's United Airlines position peaked at $517K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.