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Center for Financial Planning’s United Airlines UAL Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-1,338
Closed -$64.1K – 627
2024
Q1 		$64.1K Buy
1,338
+28
+2% +$1.2K 0.01% 211
2023
Q4 		$54.1K Buy
1,310
+1,210
+1,210% +$47.6K 0.01% 213
2023
Q3 		$4.23K Hold
100
– – ﹤0.01% 424
2023
Q2 		$5.49K Buy
+100
New +$4.72K ﹤0.01% 442

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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Center for Financial Planning's UAL Position: Q2 2024 in Review

Center for Financial Planning sold out of United Airlines (UAL) in Q2 2024, closing a stake of 1,338 shares — an estimated $64.1K sold.

Center for Financial Planning first reported a position in UAL in Q2 2023 and held it in 4 quarters. The position peaked at $64.1K in Q1 2024. 669 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

  • Center for Financial Planning reported no remaining United Airlines position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 1,338 United Airlines shares in Q2 2024, an estimated $64.1K.
  • Center for Financial Planning first reported a position in United Airlines in Q2 2023 and held it in 4 quarters.
  • Center for Financial Planning's United Airlines position peaked at $64.1K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.