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Concourse Financial Group Securities’s United Airlines UAL Stock Holding History

Concourse Financial Group Securities’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
-6,307
Closed -$681K – 1919
2024
Q4 		$681K Buy
6,307
+4,902
+349% +$414K 0.04% 408
2024
Q3 		$80.2K Sell
1,405
-55
-4% -$2.55K ﹤0.01% 1014
2024
Q2 		$71K Sell
1,460
-3,996
-73% -$201K ﹤0.01% 1047
2024
Q1 		$261K Buy
5,456
+344
+7% +$14.7K 0.02% 597
2023
Q4 		$211K Buy
5,112
+2,325
+83% +$91.4K 0.02% 637
2023
Q3 		$118K Buy
2,787
+422
+18% +$21.3K 0.01% 803
2023
Q2 		$130K Sell
2,365
-530
-18% -$25K 0.01% 783
2023
Q1 		$128K Sell
2,895
-653
-18% -$31.3K 0.01% 800
2022
Q4 		$134K Buy
3,548
+135
+4% +$5.48K 0.01% 744
2022
Q3 		$111K Sell
3,413
-210
-6% -$7.81K 0.01% 697
2022
Q2 		$128K Sell
3,623
-322
-8% -$14.1K 0.01% 724
2022
Q1 		$183K Buy
3,945
+649
+20% +$28.1K 0.01% 657
2021
Q4 		$144K Sell
3,296
-1,491
-31% -$69.2K 0.01% 848
2021
Q3 		$228K Hold
4,787
– – 0.01% 679
2021
Q2 		$250K Buy
4,787
+669
+16% +$37.1K 0.02% 648
2021
Q1 		$237K Buy
4,118
+1,548
+60% +$75.6K 0.02% 626
2020
Q4 		$111K Buy
2,570
+88
+4% +$3.56K 0.01% 843
2020
Q3 		$86K Sell
2,482
-9
-0.4% -$311 0.01% 840
2020
Q2 		$86K Buy
2,491
+683
+38% +$20.5K 0.01% 773
2020
Q1 		$57K Buy
1,808
+395
+28% +$26.1K 0.01% 851
2019
Q4 		$124K Sell
1,413
-107
-7% -$9.6K 0.01% 636
2019
Q3 		$134K Buy
1,520
+75
+5% +$6.63K 0.03% 371
2019
Q2 		$127K Hold
1,445
– – 0.01% 607
2019
Q1 		$115K Sell
1,445
-435
-23% -$36.7K 0.01% 646
2018
Q4 		$157K Buy
1,880
+290
+18% +$25.5K 0.02% 499
2018
Q3 		$142K Buy
+1,590
New +$131K 0.04% 352

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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

Concourse Financial Group Securities's UAL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of United Airlines (UAL) in Q1 2025, closing a stake of 6,307 shares — an estimated $681K sold.

Concourse Financial Group Securities first reported a position in UAL in Q3 2018 and held it in 26 quarters. The position peaked at $681K in Q4 2024. 847 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,307 United Airlines shares in Q1 2025, an estimated $681K.
  • Concourse Financial Group Securities first reported a position in United Airlines in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's United Airlines position peaked at $681K in Q4 2024.
  • 847 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.