Cetera Advisors’s United Airlines UAL Stock Holding History

Cetera Advisors’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 Q1	$617K	Buy	+12,887	New	+$552K	﹤0.01%	1468
2023 Q4	–	Sell	-7,027	Closed	-$297K	–	1871
2023 Q3	$297K	Sell	7,027 -1,010	-13%	-$51.1K	﹤0.01%	1322
2023 Q2	$441K	Sell	8,037 -2,046	-20%	-$96.6K	0.01%	1126
2023 Q1	$446K	Buy	10,083 +938	+10%	+$44.9K	0.01%	1077
2022 Q4	$345K	Buy	9,145 +2,501	+38%	+$101K	0.01%	1159
2022 Q3	$216K	Sell	6,644 -782	-11%	-$29.1K	0.01%	1102
2022 Q2	$263K	Sell	7,426 -879	-11%	-$38.6K	0.01%	1095
2022 Q1	$385K	Buy	8,305 +137	+2%	+$5.94K	0.01%	995
2021 Q4	$358K	Sell	8,168 -2,122	-21%	-$98.4K	0.01%	1035
2021 Q3	$489K	Sell	10,290 -7,193	-41%	-$339K	0.01%	893
2021 Q2	$914K	Buy	17,483 +4,024	+30%	+$223K	0.02%	577
2021 Q1	$774K	Buy	13,459 +7,028	+109%	+$343K	0.02%	571
2020 Q4	$278K	Buy	+6,431	New	+$260K	0.01%	855

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Cetera Advisors's UAL Position: Q1 2024 in Review

Cetera Advisors opened a new position in United Airlines (UAL) in Q1 2024: 12,887 shares worth $617K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in UAL as recently as Q3 2023.

Cetera Advisors first reported a position in UAL in Q4 2020 and has held it in 13 quarters since. The position peaked at $914K in Q2 2021. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

Cetera Advisors held 12,887 shares of United Airlines worth $617K as of Q1 2024.
United Airlines was a new Cetera Advisors position in Q1 2024.
United Airlines made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1468 holding.
Cetera Advisors first reported a position in United Airlines in Q4 2020 and has held it in 13 quarters since.
Cetera Advisors's United Airlines position peaked at $914K in Q2 2021.
636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.