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Alpha Cubed Investments’s United Airlines UAL Stock Holding History

Alpha Cubed Investments’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
Q4 		$224K Buy
+2,002
New +$202K 0.01% 263
2024
Q2 		– Sell
-4,539
Closed -$217K – 312
2024
Q1 		$217K Buy
+4,539
New +$195K 0.01% 255
2023
Q3 		– Sell
-4,510
Closed -$247K – 286
2023
Q2 		$247K Buy
+4,510
New +$213K 0.02% 218
2022
Q2 		– Sell
-7,310
Closed -$339K – 349
2022
Q1 		$339K Buy
+7,310
New +$317K 0.02% 241
2015
Q3 		– Sell
-8,084
Closed -$429K – 205
2015
Q2 		$429K Buy
8,084
+1,681
+26% +$97.3K 0.12% 125
2015
Q1 		$431K Buy
+6,403
New +$434K 0.13% 121
2014
Q4 		– Sell
-37,010
Closed -$1.73M – 155
2014
Q3 		$1.73M Buy
37,010
+4,773
+15% +$222K 0.82% 43
2014
Q2 		$1.32M Buy
32,237
+1,517
+5% +$65.4K 0.59% 61
2014
Q1 		$1.37M Buy
+30,720
New +$1.38M 0.71% 49

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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