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Bleakley Financial Group’s United Airlines UAL Stock Holding History

Bleakley Financial Group’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
2026
Q1 		$1.16M Buy
12,612
+1,387
+12% +$145K 0.02% 496
2025
Q4 		$1.26M Buy
11,225
+604
+6% +$61K 0.02% 431
2025
Q3 		$1.02M Buy
10,621
+421
+4% +$40.5K 0.02% 413
2025
Q2 		$812K Buy
+10,200
New +$751K 0.02% 431
2025
Q1 		– Sell
-23,458
Closed -$2.28M – 969
2024
Q4 		$2.28M Buy
23,458
+17,499
+294% +$1.48M 0.07% 231
2024
Q3 		$340K Sell
5,959
-639
-10% -$29.6K 0.01% 726
2024
Q2 		$321K Sell
6,598
-800
-11% -$40.3K 0.01% 733
2024
Q1 		$354K Sell
7,398
-1,017
-12% -$43.6K 0.01% 713
2023
Q4 		$347K Sell
8,415
-968
-10% -$38.1K 0.01% 692
2023
Q3 		$397K Sell
9,383
-1,323
-12% -$66.9K 0.01% 602
2023
Q2 		$587K Buy
10,706
+1,625
+18% +$76.7K 0.02% 543
2023
Q1 		$402K Buy
9,081
+15
+0.2% +$719 0.01% 626
2022
Q4 		$342K Buy
+9,066
New +$368K 0.01% 655

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return