Beacon Capital Management LLC (Tennessee)’s United Airlines UAL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-51	Closed	-$2.91K	–	1209
2024 Q3	$2.91K	Hold	51	–	–	﹤0.01%	915
2024 Q2	$2.48K	Hold	51	–	–	﹤0.01%	826
2024 Q1	$2.44K	Hold	51	–	–	﹤0.01%	839
2023 Q4	$2.16K	Sell	51 -422	-89%	-$16.6K	﹤0.01%	789
2023 Q3	$26K	Hold	473	–	–	0.01%	365
2023 Q2	$26K	Hold	473	–	–	0.01%	365
2023 Q1	$20.9K	Hold	473	–	–	0.01%	355
2022 Q4	$17.8K	Buy	473 +51	+12%	+$2.07K	0.01%	398
2022 Q3	$15K	Hold	422	–	–	0.01%	407
2022 Q2	$20K	Hold	422	–	–	0.01%	400
2022 Q1	$20K	Buy	+422	New	+$18.3K	﹤0.01%	400

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s UAL Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of United Airlines (UAL) in Q4 2024, closing a stake of 51 shares — an estimated $2.91K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UAL in Q1 2022 and held it in 11 quarters. The position peaked at $26K in Q3 2023. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 51 United Airlines shares in Q4 2024, an estimated $2.91K.
Beacon Capital Management LLC (Tennessee) first reported a position in United Airlines in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s United Airlines position peaked at $26K in Q3 2023.
858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.