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Cary Street Partners Investment Advisory’s United Airlines UAL Stock Holding History

Cary Street Partners Investment Advisory’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
-80
Closed -$3.38K – 1727
2023
Q3 		$3.38K Buy
80
+40
+100% +$2.02K ﹤0.01% 1582
2023
Q2 		$2.19K Hold
40
– – ﹤0.01% 1575
2023
Q1 		$1.77K Buy
+40
New +$1.92K ﹤0.01% 1512

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Cary Street Partners Investment Advisory's UAL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of United Airlines (UAL) in Q4 2023, closing a stake of 80 shares — an estimated $3.38K sold.

Cary Street Partners Investment Advisory first reported a position in UAL in Q1 2023 and held it in 3 quarters. The position peaked at $3.38K in Q3 2023. 630 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 80 United Airlines shares in Q4 2023, an estimated $3.38K.
  • Cary Street Partners Investment Advisory first reported a position in United Airlines in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's United Airlines position peaked at $3.38K in Q3 2023.
  • 630 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.