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Artemis Investment Management’s United Airlines UAL Stock Holding History

Artemis Investment 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
2023
Q3 		– Sell
-81,682
Closed -$4.48M – 233
2023
Q2 		$4.48M Sell
81,682
-9,213
-10% -$435K 0.06% 170
2023
Q1 		$4.01M Sell
90,895
-45,817
-34% -$2.2M 0.05% 179
2022
Q4 		$5.18M Buy
+136,712
New +$5.55M 0.06% 166
2022
Q3 		– Sell
-255,384
Closed -$9.07M – 276
2022
Q2 		$9.07M Buy
+255,384
New +$11.2M 0.09% 157
2020
Q1 		– Sell
-114,129
Closed -$10M – 259
2019
Q4 		$10M Sell
114,129
-166,400
-59% -$14.9M 0.13% 162
2019
Q3 		$24.8M Sell
280,529
-99,596
-26% -$8.8M 0.34% 99
2019
Q2 		$33.2M Buy
380,125
+32,936
+9% +$2.79M 0.39% 77
2019
Q1 		$27.7M Buy
347,189
+76,697
+28% +$6.47M 0.32% 90
2018
Q4 		$22.6M Buy
+270,492
New +$23.8M 0.3% 103
2015
Q2 		– Sell
-87,526
Closed -$5.89M – 287
2015
Q1 		$5.89M Buy
87,526
+1,626
+2% +$110K 0.23% 106
2014
Q4 		$5.74M Buy
+85,900
New +$4.76M 0.22% 107

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

Artemis Investment Management's UAL Position: Q3 2023 in Review

Artemis Investment Management sold out of United Airlines (UAL) in Q3 2023, closing a stake of 81,682 shares — an estimated $4.48M sold.

Artemis Investment Management first reported a position in UAL in Q4 2014 and held it in 11 quarters. The position peaked at $33.2M in Q2 2019. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Artemis Investment Management reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Artemis Investment Management sold 81,682 United Airlines shares in Q3 2023, an estimated $4.48M.
  • Artemis Investment Management first reported a position in United Airlines in Q4 2014 and held it in 11 quarters.
  • Artemis Investment Management's United Airlines position peaked at $33.2M in Q2 2019.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Artemis Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.