Convergence Investment Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
15,202
+4,882
| +47% | +$389K | 0.31% | 121 |
|
|
2025
Q1 | $713K | Sell |
10,320
-616
| -6% | -$42.5K | 0.2% | 168 |
|
|
2024
Q4 | $1.06M | Buy |
+10,936
| New | +$1.06M | 0.24% | 142 |
|
|
2020
Q1 | – | Sell |
-11,047
| Closed | -$973K | – | 268 |
|
|
2019
Q4 | $973K | Buy |
+11,047
| New | +$973K | 0.28% | 131 |
|
|
2019
Q3 | – | Sell |
-19,314
| Closed | -$1.69M | – | 361 |
|
|
2019
Q2 | $1.69M | Sell |
19,314
-2,664
| -12% | -$233K | 0.41% | 93 |
|
|
2019
Q1 | $1.75M | Sell |
21,978
-1,365
| -6% | -$109K | 0.38% | 95 |
|
|
2018
Q4 | $1.96M | Sell |
23,343
-1,114
| -5% | -$93.3K | 0.45% | 76 |
|
|
2018
Q3 | $2.18M | Sell |
24,457
-20,997
| -46% | -$1.87M | 0.44% | 78 |
|
|
2018
Q2 | $3.17M | Buy |
45,454
+44,299
| +3,835% | +$3.09M | 0.44% | 90 |
|
|
2018
Q1 | $80K | Buy |
+1,155
| New | +$80K | 0.01% | 373 |
|
|
2017
Q4 | – | Sell |
-23,874
| Closed | -$1.45M | – | 348 |
|
|
2017
Q3 | $1.45M | Buy |
23,874
+427
| +2% | +$26K | 0.21% | 190 |
|
|
2017
Q2 | $1.76M | Sell |
23,447
-10,339
| -31% | -$778K | 0.26% | 147 |
|
|
2017
Q1 | $2.39M | Buy |
33,786
+6,189
| +22% | +$437K | 0.34% | 115 |
|
|
2016
Q4 | $2.01M | Sell |
27,597
-19,223
| -41% | -$1.4M | 0.28% | 137 |
|
|
2016
Q3 | $2.46M | Sell |
46,820
-20,101
| -30% | -$1.05M | 0.36% | 96 |
|
|
2016
Q2 | $2.75M | Buy |
66,921
+7,193
| +12% | +$295K | 0.38% | 91 |
|
|
2016
Q1 | $3.58M | Buy |
+59,728
| New | +$3.58M | 0.43% | 87 |
|
|
2015
Q4 | – | Sell |
-53,282
| Closed | -$2.83M | – | 387 |
|
|
2015
Q3 | $2.83M | Sell |
53,282
-33,899
| -39% | -$1.8M | 0.32% | 114 |
|
|
2015
Q2 | $4.62M | Buy |
87,181
+48,907
| +128% | +$2.59M | 0.46% | 68 |
|
|
2015
Q1 | $2.57M | Buy |
+38,274
| New | +$2.57M | 0.36% | 93 |
|