Claris Advisors’s United Airlines UAL Stock Holding History

Claris 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 Q4	–	Sell	-18	Closed	-$1.03K	–	1080
2024 Q3	$1.03K	Buy	+18	New	+$833	﹤0.01%	432

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claris Advisors's UAL Position: Q4 2024 in Review

Claris Advisors sold out of United Airlines (UAL) in Q4 2024, closing a stake of 18 shares — an estimated $1.03K sold.

Claris Advisors first reported a position in UAL in Q3 2024 and held it in 1 quarter. The position peaked at $1.03K in Q3 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

Claris Advisors reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 18 United Airlines shares in Q4 2024, an estimated $1.03K.
Claris Advisors first reported a position in United Airlines in Q3 2024 and held it in 1 quarter.
Claris Advisors's United Airlines position peaked at $1.03K in Q3 2024.
858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.