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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 $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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return