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

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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return