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Capital Group Investment Management’s United Airlines UAL Stock Holding History

Capital Group Investment 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
-88,386
Closed -$3.74M – 202
2023
Q3 		$3.74M Sell
88,386
-137,881
-61% -$6.97M 0.24% 95
2023
Q2 		$12.4M Hold
226,267
– – 0.62% 69
2023
Q1 		$10M Sell
226,267
-123,422
-35% -$5.91M 0.54% 73
2022
Q4 		$13.2M Buy
+349,689
New +$14.2M 0.51% 75

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Group Investment Management's UAL Position: Q4 2023 in Review

Capital Group Investment Management sold out of United Airlines (UAL) in Q4 2023, closing a stake of 88,386 shares — an estimated $3.74M sold.

Capital Group Investment Management first reported a position in UAL in Q4 2022 and held it in 4 quarters. The position peaked at $13.2M in Q4 2022. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Capital Group Investment Management reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Capital Group Investment Management sold 88,386 United Airlines shares in Q4 2023, an estimated $3.74M.
  • Capital Group Investment Management first reported a position in United Airlines in Q4 2022 and held it in 4 quarters.
  • Capital Group Investment Management's United Airlines position peaked at $13.2M in Q4 2022.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Capital Group Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.