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Algert Global’s United Airlines UAL Stock Holding History

Algert Global’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
2024
Q4 		– Sell
-3,725
Closed -$213K – 1345
2024
Q3 		$213K Buy
+3,725
New +$172K 0.01% 1068
2024
Q1 		– Sell
-5,838
Closed -$241K – 1282
2023
Q4 		$241K Sell
5,838
-978
-14% -$38.5K 0.01% 985
2023
Q3 		$288K Buy
6,816
+1,624
+31% +$82.1K 0.01% 902
2023
Q2 		$285K Buy
5,192
+272
+6% +$12.8K 0.01% 919
2023
Q1 		$218K Buy
+4,920
New +$236K 0.01% 1016
2022
Q2 		– Sell
-10,401
Closed -$482K – 1389
2022
Q1 		$482K Buy
+10,401
New +$451K 0.03% 825

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return