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Bartlett & Co’s United Airlines UAL Stock Holding History

Bartlett & Co’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
Q4 		$4K Sell
100
-500
-83% -$19.7K ﹤0.01% 1107
2023
Q3 		$25K Buy
600
+400
+200% +$20.2K ﹤0.01% 773
2023
Q2 		$11K Sell
200
-200
-50% -$9.44K ﹤0.01% 916
2023
Q1 		$18K Buy
400
+200
+100% +$9.58K ﹤0.01% 732
2022
Q4 		$8K Buy
+200
New +$8.12K ﹤0.01% 862
2021
Q3 		– Sell
-15
Closed -$1K – 1070
2021
Q2 		$1K Hold
15
– – ﹤0.01% 959
2021
Q1 		$1K Hold
15
– – ﹤0.01% 987
2020
Q4 		$1K Buy
+15
New +$607 ﹤0.01% 1070
2019
Q3 		– Sell
-5
Closed – – 920
2019
Q2 		$0 Buy
+5
New +$423 ﹤0.01% 799
2017
Q3 		– Sell
-100
Closed -$8K – 689
2017
Q2 		$8K Hold
100
– – ﹤0.01% 602
2017
Q1 		$7K Sell
100
-200
-67% -$14.5K ﹤0.01% 621
2016
Q4 		$22K Sell
300
-200
-40% -$12.7K ﹤0.01% 531
2016
Q3 		$26K Buy
500
+200
+67% +$9.62K ﹤0.01% 515
2016
Q2 		$12K Buy
+300
New +$14.2K ﹤0.01% 598
2015
Q4 		– Sell
-200
Closed -$11K – 768
2015
Q3 		$11K Buy
+200
New +$11.3K ﹤0.01% 602

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co's UAL Position: Q4 2023 in Review

Bartlett & Co reduced its United Airlines (UAL) stake by 83% in Q4 2023, selling an estimated $19.7K and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Bartlett & Co first reported a position in UAL in Q3 2015 and has held it in 15 quarters since. The position peaked at $26K in Q3 2016. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Bartlett & Co held 100 shares of United Airlines worth $4K as of Q4 2023.
  • Bartlett & Co sold 500 United Airlines shares in Q4 2023, an estimated $19.7K.
  • United Airlines made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1107 holding.
  • Bartlett & Co first reported a position in United Airlines in Q3 2015 and has held it in 15 quarters since.
  • Bartlett & Co's United Airlines position peaked at $26K in Q3 2016.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.