CIP
UAL icon

Convergence Investment Partners’s United Airlines UAL Stock Holding History

Convergence Investment Partners’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
2026
Q1 		$982K Sell
10,661
-914
-8% -$95.8K 0.16% 187
2025
Q4 		$1.29M Sell
11,575
-4,062
-26% -$410K 0.26% 139
2025
Q3 		$1.51M Buy
15,637
+435
+3% +$41.8K 0.34% 98
2025
Q2 		$1.21M Buy
15,202
+4,882
+47% +$360K 0.31% 121
2025
Q1 		$713K Sell
10,320
-616
-6% -$58.2K 0.2% 168
2024
Q4 		$1.06M Buy
+10,936
New +$925K 0.24% 142
2020
Q1 		– Sell
-11,047
Closed -$973K – 268
2019
Q4 		$973K Buy
+11,047
New +$992K 0.28% 131
2019
Q3 		– Sell
-19,314
Closed -$1.69M – 361
2019
Q2 		$1.69M Sell
19,314
-2,664
-12% -$225K 0.41% 93
2019
Q1 		$1.75M Sell
21,978
-1,365
-6% -$115K 0.38% 95
2018
Q4 		$1.96M Sell
23,343
-1,114
-5% -$97.9K 0.45% 76
2018
Q3 		$2.18M Sell
24,457
-20,997
-46% -$1.73M 0.44% 78
2018
Q2 		$3.17M Buy
45,454
+44,299
+3,835% +$3.08M 0.44% 90
2018
Q1 		$80K Buy
+1,155
New +$79.8K 0.01% 373
2017
Q4 		– Sell
-23,874
Closed -$1.45M – 348
2017
Q3 		$1.45M Buy
23,874
+427
+2% +$28.4K 0.21% 190
2017
Q2 		$1.76M Sell
23,447
-10,339
-31% -$781K 0.26% 147
2017
Q1 		$2.39M Buy
33,786
+6,189
+22% +$447K 0.34% 115
2016
Q4 		$2.01M Sell
27,597
-19,223
-41% -$1.22M 0.28% 137
2016
Q3 		$2.46M Sell
46,820
-20,101
-30% -$967K 0.36% 96
2016
Q2 		$2.75M Buy
66,921
+7,193
+12% +$340K 0.38% 91
2016
Q1 		$3.58M Buy
+59,728
New +$3.17M 0.43% 87
2015
Q4 		– Sell
-53,282
Closed -$2.83M – 387
2015
Q3 		$2.83M Sell
53,282
-33,899
-39% -$1.91M 0.32% 114
2015
Q2 		$4.62M Buy
87,181
+48,907
+128% +$2.83M 0.46% 68
2015
Q1 		$2.57M Buy
+38,274
New +$2.59M 0.36% 93

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Convergence Investment Partners's UAL Position: Q1 2026 in Review

Convergence Investment Partners reduced its United Airlines (UAL) stake by 7.9% in Q1 2026, selling an estimated $95.8K and leaving 10,661 shares worth $982K. The position accounts for 0.16% of the portfolio, ranked #187.

Convergence Investment Partners first reported a position in UAL in Q1 2015 and has held it in 23 quarters since. The position peaked at $4.62M in Q2 2015. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Convergence Investment Partners held 10,661 shares of United Airlines worth $982K as of Q1 2026.
  • Convergence Investment Partners sold 914 United Airlines shares in Q1 2026, an estimated $95.8K.
  • United Airlines made up 0.16% of Convergence Investment Partners's portfolio in Q1 2026, its #187 holding.
  • Convergence Investment Partners first reported a position in United Airlines in Q1 2015 and has held it in 23 quarters since.
  • Convergence Investment Partners's United Airlines position peaked at $4.62M in Q2 2015.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.