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CX Institutional’s United Airlines UAL Stock Holding History

CX Institutional’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
Q2 		$676K Buy
4,971
+1,222
+33% +$127K 0.02% 396
2026
Q1 		$345K Sell
3,749
-363
-9% -$38K 0.01% 564
2025
Q4 		$460K Buy
4,112
+297
+8% +$30K 0.01% 445
2025
Q3 		$368K Buy
3,815
+177
+5% +$17K 0.01% 512
2025
Q2 		$290K Buy
3,638
+293
+9% +$21.6K 0.01% 516
2025
Q1 		$231K Buy
3,345
+140
+4% +$13.2K 0.01% 550
2024
Q4 		$311K Buy
+3,205
New +$271K 0.01% 430
2022
Q3 		– Sell
-311
Closed -$11K – 1088
2022
Q2 		$11K Buy
+311
New +$13.7K ﹤0.01% 937
2021
Q4 		– Sell
-1,266
Closed -$60K – 857
2021
Q3 		$60K Buy
1,266
+180
+17% +$8.48K ﹤0.01% 545
2021
Q2 		$57K Buy
1,086
+104
+11% +$5.77K ﹤0.01% 542
2021
Q1 		$57K Buy
982
+660
+205% +$32.2K 0.01% 466
2020
Q4 		$14K Sell
322
-334
-51% -$13.5K ﹤0.01% 685
2020
Q3 		$23K Buy
656
+558
+569% +$19.3K ﹤0.01% 518
2020
Q2 		$3K Buy
98
+62
+172% +$1.86K ﹤0.01% 729
2020
Q1 		$1K Buy
36
+20
+125% +$1.32K ﹤0.01% 758
2019
Q4 		$1K Sell
16
-39
-71% -$3.5K ﹤0.01% 725
2019
Q3 		$5K Buy
55
+5
+10% +$442 ﹤0.01% 594
2019
Q2 		$4K Buy
50
+34
+213% +$2.88K ﹤0.01% 671
2019
Q1 		$1K Buy
+16
New +$1.35K ﹤0.01% 770

Other funds holding UAL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return