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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
2021
Q3 		– Sell
-5,600
Closed -$19K – 1470
2021
Q2 		$19K Buy
+5,600
New +$311K ﹤0.01% 1309

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 $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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.