CKW Financial Group’s United Airlines UAL Stock Holding History

CKW Financial Group’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	-1	Closed	–	–	254
2024 Q4	$0	Sell	1 -52	-98%	-$4.4K	﹤0.01%	254
2024 Q3	$3K	Hold	53	–	–	﹤0.01%	199
2024 Q2	$3K	Hold	53	–	–	﹤0.01%	201
2024 Q1	$2K	Hold	53	–	–	﹤0.01%	210
2023 Q4	$2K	Sell	53 -52	-50%	-$2.04K	﹤0.01%	212
2023 Q3	$4K	Hold	105	–	–	﹤0.01%	190
2023 Q2	$6K	Hold	105	–	–	﹤0.01%	181
2023 Q1	$5K	Hold	105	–	–	﹤0.01%	172
2022 Q4	$4K	Hold	105	–	–	﹤0.01%	177
2022 Q3	$3K	Hold	105	–	–	﹤0.01%	185
2022 Q2	$4K	Hold	105	–	–	﹤0.01%	183
2022 Q1	$5K	Buy	+105	New	+$4.55K	﹤0.01%	182
2015 Q3	–	Sell	-255	Closed	-$14K	–	287
2015 Q2	$14K	Buy	255 +103	+68%	+$5.96K	0.01%	261
2015 Q1	$10K	Hold	152	–	–	﹤0.01%	301
2014 Q4	$10K	Hold	152	–	–	﹤0.01%	291
2014 Q3	$7K	Hold	152	–	–	﹤0.01%	326
2014 Q2	$6K	Buy	+152	New	+$6.55K	﹤0.01%	331

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return