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Calamos Wealth Management’s United Airlines UAL Stock Holding History

Calamos Wealth Management’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 		– Sell
-133,100
Closed -$5.63M – 337
2023
Q3 		$5.63M Buy
133,100
+53,743
+68% +$2.72M 0.43% 63
2023
Q2 		$4.35M Sell
79,357
-474
-0.6% -$22.4K 0.32% 70
2023
Q1 		$3.53M Buy
+79,831
New +$3.83M 0.28% 74
2019
Q4 		– Sell
-12,253
Closed -$1.08M – 244
2019
Q3 		$1.08M Sell
12,253
-310
-2% -$27.4K 0.14% 113
2019
Q2 		$1.1M Buy
12,563
+4,399
+54% +$372K 0.15% 109
2019
Q1 		$651K Sell
8,164
-358
-4% -$30.2K 0.09% 147
2018
Q4 		$714K Sell
8,522
-2,101
-20% -$185K 0.11% 135
2018
Q3 		$946K Sell
10,623
-50
-0.5% -$4.12K 0.12% 116
2018
Q2 		$744K Sell
10,673
-170
-2% -$11.8K 0.09% 124
2018
Q1 		$754K Sell
10,843
-171
-2% -$11.8K 0.09% 130
2017
Q4 		$742K Sell
11,014
-278
-2% -$17.3K 0.1% 138
2017
Q3 		$687K Buy
+11,292
New +$752K 0.1% 154

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

Calamos Wealth Management's UAL Position: Q4 2023 in Review

Calamos Wealth Management sold out of United Airlines (UAL) in Q4 2023, closing a stake of 133,100 shares — an estimated $5.63M sold.

Calamos Wealth Management first reported a position in UAL in Q3 2017 and held it in 12 quarters. The position peaked at $5.63M in Q3 2023. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Calamos Wealth Management reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Calamos Wealth Management sold 133,100 United Airlines shares in Q4 2023, an estimated $5.63M.
  • Calamos Wealth Management first reported a position in United Airlines in Q3 2017 and held it in 12 quarters.
  • Calamos Wealth Management's United Airlines position peaked at $5.63M in Q3 2023.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.