AR
UAL icon

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 $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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return