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Compass Wealth Management’s United Airlines UAL Stock Holding History

Compass Wealth Management’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
-250
Closed -$14.3K – 406
2024
Q3 		$14.3K Hold
250
– – ﹤0.01% 339
2024
Q2 		$12.2K Hold
250
– – ﹤0.01% 347
2024
Q1 		$12K Hold
250
– – ﹤0.01% 343
2023
Q4 		$10.3K Hold
250
– – ﹤0.01% 340
2023
Q3 		$10.6K Hold
250
– – ﹤0.01% 343
2023
Q2 		$13.7K Hold
250
– – ﹤0.01% 346
2023
Q1 		$11.1K Sell
250
-373
-60% -$17.9K ﹤0.01% 351
2022
Q4 		$23.5K Buy
+623
New +$25.3K 0.01% 302

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Compass Wealth Management's UAL Position: Q4 2024 in Review

Compass Wealth Management sold out of United Airlines (UAL) in Q4 2024, closing a stake of 250 shares — an estimated $14.3K sold.

Compass Wealth Management first reported a position in UAL in Q4 2022 and held it in 8 quarters. The position peaked at $23.5K in Q4 2022. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Compass Wealth Management reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
  • Compass Wealth Management sold 250 United Airlines shares in Q4 2024, an estimated $14.3K.
  • Compass Wealth Management first reported a position in United Airlines in Q4 2022 and held it in 8 quarters.
  • Compass Wealth Management's United Airlines position peaked at $23.5K in Q4 2022.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Compass Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.