Denver PWM’s United Airlines UAL Stock Holding History

Denver PWM’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	-5	Closed	-$486	–	210
2024 Q4	$486	Buy	+5	New	+$423	﹤0.01%	215

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Denver PWM's UAL Position: Q1 2025 in Review

Denver PWM sold out of United Airlines (UAL) in Q1 2025, closing a stake of 5 shares — an estimated $486 sold.

Denver PWM first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $486 in Q4 2024. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

Denver PWM reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 5 United Airlines shares in Q1 2025, an estimated $486.
Denver PWM first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
Denver PWM's United Airlines position peaked at $486 in Q4 2024.
848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.