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Comprehensive Financial Planning’s United Airlines UAL Stock Holding History

Comprehensive Financial Planning’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
-54
Closed -$5.24K – 361
2024
Q4 		$5.24K Buy
+54
New +$4.57K ﹤0.01% 275

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Comprehensive Financial Planning's UAL Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of United Airlines (UAL) in Q1 2025, closing a stake of 54 shares — an estimated $5.24K sold.

Comprehensive Financial Planning first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $5.24K in Q4 2024. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Comprehensive Financial Planning reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 54 United Airlines shares in Q1 2025, an estimated $5.24K.
  • Comprehensive Financial Planning first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
  • Comprehensive Financial Planning's United Airlines position peaked at $5.24K in Q4 2024.
  • 848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.