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Atalanta Sosnoff Capital’s United Airlines UAL Stock Holding History

Atalanta Sosnoff Capital’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
Q1 		– Sell
-18,800
Closed -$709K – 122
2022
Q4 		$709K Buy
+18,800
New +$763K 0.02% 78
2016
Q2 		– Sell
-12,080
Closed -$723K – 124
2016
Q1 		$723K Sell
12,080
-4,860
-29% -$258K 0.02% 92
2015
Q4 		$971K Sell
16,940
-3,280
-16% -$189K 0.03% 80
2015
Q3 		$1.07M Buy
20,220
+12,925
+177% +$729K 0.03% 78
2015
Q2 		$387K Sell
7,295
-15,020
-67% -$869K 0.01% 92
2015
Q1 		$1.5M Buy
22,315
+2,855
+15% +$193K 0.04% 80
2014
Q4 		$1.3M Buy
+19,460
New +$1.08M 0.03% 78

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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Atalanta Sosnoff Capital's UAL Position: Q1 2023 in Review

Atalanta Sosnoff Capital sold out of United Airlines (UAL) in Q1 2023, closing a stake of 18,800 shares — an estimated $709K sold.

Atalanta Sosnoff Capital first reported a position in UAL in Q4 2014 and held it in 7 quarters. The position peaked at $1.5M in Q1 2015. 602 funds tracked by Wall St. Rank hold UAL as of Q1 2023.

  • Atalanta Sosnoff Capital reported no remaining United Airlines position as of Q1 2023 after selling out during the quarter.
  • Atalanta Sosnoff Capital sold 18,800 United Airlines shares in Q1 2023, an estimated $709K.
  • Atalanta Sosnoff Capital first reported a position in United Airlines in Q4 2014 and held it in 7 quarters.
  • Atalanta Sosnoff Capital's United Airlines position peaked at $1.5M in Q1 2015.
  • 602 funds tracked by Wall St. Rank held United Airlines as of Q1 2023.

Based on Atalanta Sosnoff Capital's 13F filing for Q1 2023, filed 11 May 2023.