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Cassady Schiller Wealth Management’s United Airlines UAL Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.94K Buy
+20
New +$1.69K ﹤0.01% 583
2022
Q1 		– Sell
-13
Closed -$1K – 566
2021
Q4 		$1K Buy
+13
New +$603 ﹤0.01% 515

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's UAL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in United Airlines (UAL) in Q4 2024: 20 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in UAL as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in UAL in Q4 2021 and has held it in 2 quarters since. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Cassady Schiller Wealth Management held 20 shares of United Airlines worth $1.94K as of Q4 2024.
  • United Airlines was a new Cassady Schiller Wealth Management position in Q4 2024.
  • United Airlines made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #583 holding.
  • Cassady Schiller Wealth Management first reported a position in United Airlines in Q4 2021 and has held it in 2 quarters since.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.