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Appian Way Asset Management’s United Airlines UAL Stock Holding History

Appian Way Asset Management’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
-282,406
Closed -$16.1M – 48
2024
Q3 		$16.1M Buy
282,406
+45,854
+19% +$2.12M 3.62% 8
2024
Q2 		$11.5M Sell
236,552
-2,517
-1% -$127K 2.95% 11
2024
Q1 		$11.4M Buy
+239,069
New +$10.2M 3% 12
2021
Q1 		– Sell
-22,300
Closed -$964K – 78
2020
Q4 		$964K Buy
+22,300
New +$902K 0.47% 55

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 $5.72T 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

Appian Way Asset Management's UAL Position: Q4 2024 in Review

Appian Way Asset Management sold out of United Airlines (UAL) in Q4 2024, closing a stake of 282,406 shares — an estimated $16.1M sold.

Appian Way Asset Management first reported a position in UAL in Q4 2020 and held it in 4 quarters. The position peaked at $16.1M in Q3 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Appian Way Asset Management reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
  • Appian Way Asset Management sold 282,406 United Airlines shares in Q4 2024, an estimated $16.1M.
  • Appian Way Asset Management first reported a position in United Airlines in Q4 2020 and held it in 4 quarters.
  • Appian Way Asset Management's United Airlines position peaked at $16.1M in Q3 2024.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Appian Way Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.