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Benjamin F. Edwards & Company’s United Airlines UAL Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$86K Buy
1,755
+67
+4% +$3.37K ﹤0.01% 1154
2024
Q1 		$80K Sell
1,688
-90
-5% -$3.86K ﹤0.01% 1164
2023
Q4 		$74K Buy
1,778
+1,353
+318% +$53.2K ﹤0.01% 1157
2023
Q3 		$18K Sell
425
-75
-15% -$3.79K ﹤0.01% 1281
2023
Q2 		$27K Hold
500
– – ﹤0.01% 1216
2023
Q1 		$22K Sell
500
-39
-7% -$1.87K ﹤0.01% 1262
2022
Q4 		$20K Sell
539
-600
-53% -$24.3K ﹤0.01% 1291
2022
Q3 		$37K Sell
1,139
-100
-8% -$3.72K ﹤0.01% 1127
2022
Q2 		$44K Buy
1,239
+100
+9% +$4.39K ﹤0.01% 1074
2022
Q1 		$53K Sell
1,139
-82
-7% -$3.56K ﹤0.01% 1017
2021
Q4 		$53K Sell
1,221
-66
-5% -$3.06K ﹤0.01% 1040
2021
Q3 		$61K Hold
1,287
– – ﹤0.01% 982
2021
Q2 		$67K Sell
1,287
-38
-3% -$2.11K ﹤0.01% 958
2021
Q1 		$76K Hold
1,325
– – ﹤0.01% 908
2020
Q4 		$57K Sell
1,325
-70
-5% -$2.83K ﹤0.01% 942
2020
Q3 		$48K Sell
1,395
-100
-7% -$3.46K ﹤0.01% 909
2020
Q2 		$52K Buy
1,495
+1,395
+1,395% +$41.8K ﹤0.01% 883
2020
Q1 		$3K Hold
100
– – ﹤0.01% 1558
2019
Q4 		$9K Hold
100
– – ﹤0.01% 1468
2019
Q3 		$9K Hold
100
– – ﹤0.01% 1450
2019
Q2 		$9K Hold
100
– – ﹤0.01% 1464
2019
Q1 		$8K Hold
100
– – ﹤0.01% 1387
2018
Q4 		$8K Buy
100
+89
+809% +$7.82K ﹤0.01% 1356
2018
Q3 		$1K Buy
+11
New +$907 ﹤0.01% 1560
2018
Q2 		– Sell
-200
Closed -$14K – 1658
2018
Q1 		$14K Buy
+200
New +$13.8K ﹤0.01% 1177
2016
Q2 		– Sell
-113
Closed -$7K – 1133
2016
Q1 		$7K Sell
113
-330
-74% -$17.5K ﹤0.01% 873
2015
Q4 		$25K Sell
443
-90
-17% -$5.2K 0.01% 643
2015
Q3 		$28K Sell
533
-150
-22% -$8.46K 0.01% 635
2015
Q2 		$36K Buy
+683
New +$39.5K 0.01% 661

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 $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's UAL Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its United Airlines (UAL) stake by 4% in Q2 2024, buying an estimated $3.37K and bringing the position to 1,755 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Benjamin F. Edwards & Company first reported a position in UAL in Q2 2015 and has held it in 29 quarters since. 670 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,755 shares of United Airlines worth $86K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 67 United Airlines shares in Q2 2024, an estimated $3.37K.
  • United Airlines made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1154 holding.
  • Benjamin F. Edwards & Company first reported a position in United Airlines in Q2 2015 and has held it in 29 quarters since.
  • 670 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.