Castleview Partners’s United Airlines UAL Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-227	Closed	-$21.7K	–	532
2024 Q4	$21.7K	Hold	227	–	–	0.01%	461
2024 Q3	$13K	Hold	227	–	–	0.01%	518
2024 Q2	$11K	Hold	227	–	–	0.01%	507
2024 Q1	$10.9K	Hold	227	–	–	0.01%	535
2023 Q4	$9.37K	Hold	227	–	–	0.01%	519
2023 Q3	$9.6K	Sell	227 -62	-21%	-$3.13K	0.01%	432
2023 Q2	$15.9K	Hold	289	–	–	0.01%	385
2023 Q1	$12.8K	Hold	289	–	–	0.01%	398
2022 Q4	$10.9K	Hold	289	–	–	0.01%	361
2022 Q3	$9K	Sell	289 -1,528	-84%	-$56.8K	0.01%	402
2022 Q2	$71.6K	Buy	1,817 +1,590	+700%	+$69.8K	0.06%	248
2022 Q1	$10K	Buy	+227	New	+$9.84K	0.01%	501
2021 Q2	$16K	Buy	+307	New	+$17K	0.01%	606

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Castleview Partners's UAL Position: Q1 2025 in Review

Castleview Partners sold out of United Airlines (UAL) in Q1 2025, closing a stake of 227 shares — an estimated $21.7K sold.

Castleview Partners first reported a position in UAL in Q2 2021 and held it in 13 quarters. The position peaked at $71.6K in Q2 2022. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

Castleview Partners reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 227 United Airlines shares in Q1 2025, an estimated $21.7K.
Castleview Partners first reported a position in United Airlines in Q2 2021 and held it in 13 quarters.
Castleview Partners's United Airlines position peaked at $71.6K in Q2 2022.
848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.