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Buckingham Strategic Wealth’s United Airlines UAL Stock Holding History

Buckingham Strategic Wealth’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 		– Sell
-4,370
Closed -$209K – 847
2024
Q1 		$209K Buy
+4,370
New +$187K ﹤0.01% 695
2023
Q3 		– Sell
-4,209
Closed -$231K – 714
2023
Q2 		$231K Sell
4,209
-8,092
-66% -$382K ﹤0.01% 592
2023
Q1 		$464K Hold
12,301
– – 0.01% 394
2022
Q4 		$464K Buy
+12,301
New +$499K 0.01% 396

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

Buckingham Strategic Wealth's UAL Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of United Airlines (UAL) in Q2 2024, closing a stake of 4,370 shares — an estimated $209K sold.

Buckingham Strategic Wealth first reported a position in UAL in Q4 2022 and held it in 4 quarters. The position peaked at $464K in Q1 2023. 670 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining United Airlines position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,370 United Airlines shares in Q2 2024, an estimated $209K.
  • Buckingham Strategic Wealth first reported a position in United Airlines in Q4 2022 and held it in 4 quarters.
  • Buckingham Strategic Wealth's United Airlines position peaked at $464K in Q1 2023.
  • 670 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.