Dimensional Fund Advisors’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 | $477M | Sell |
5,993,297
-16,996
| -0.3% | -$1.35M | 0.11% | 133 |
|
2025
Q1 | $415M | Buy |
6,010,293
+125,284
| +2% | +$8.65M | 0.1% | 163 |
|
2024
Q4 | $571M | Buy |
5,885,009
+392,610
| +7% | +$38.1M | 0.14% | 96 |
|
2024
Q3 | $313M | Sell |
5,492,399
-109,026
| -2% | -$6.22M | 0.08% | 260 |
|
2024
Q2 | $273M | Buy |
5,601,425
+1,263,604
| +29% | +$61.5M | 0.07% | 285 |
|
2024
Q1 | $208M | Buy |
4,337,821
+194,619
| +5% | +$9.32M | 0.06% | 423 |
|
2023
Q4 | $171M | Buy |
4,143,202
+812,257
| +24% | +$33.5M | 0.05% | 498 |
|
2023
Q3 | $141M | Buy |
3,330,945
+713,650
| +27% | +$30.2M | 0.05% | 539 |
|
2023
Q2 | $144M | Buy |
2,617,295
+387,214
| +17% | +$21.2M | 0.05% | 532 |
|
2023
Q1 | $98.7M | Buy |
2,230,081
+731,423
| +49% | +$32.4M | 0.03% | 813 |
|
2022
Q4 | $56.5K | Buy |
1,498,658
+39,813
| +3% | +$1.5K | 0.02% | 1229 |
|
2022
Q3 | $47.5M | Sell |
1,458,845
-625,851
| -30% | -$20.4M | 0.02% | 1269 |
|
2022
Q2 | $73.8M | Sell |
2,084,696
-262,331
| -11% | -$9.29M | 0.03% | 962 |
|
2022
Q1 | $109M | Sell |
2,347,027
-37,065
| -2% | -$1.72M | 0.03% | 783 |
|
2021
Q4 | $104M | Sell |
2,384,092
-278,440
| -10% | -$12.2M | 0.03% | 851 |
|
2021
Q3 | $127M | Sell |
2,662,532
-345,852
| -11% | -$16.5M | 0.04% | 643 |
|
2021
Q2 | $157M | Sell |
3,008,384
-525,708
| -15% | -$27.5M | 0.05% | 494 |
|
2021
Q1 | $203M | Sell |
3,534,092
-968,457
| -22% | -$55.7M | 0.07% | 325 |
|
2020
Q4 | $195M | Sell |
4,502,549
-68,174
| -1% | -$2.95M | 0.07% | 290 |
|
2020
Q3 | $159M | Sell |
4,570,723
-22,145
| -0.5% | -$769K | 0.07% | 288 |
|
2020
Q2 | $159M | Sell |
4,592,868
-50,397
| -1% | -$1.74M | 0.07% | 272 |
|
2020
Q1 | $146M | Buy |
4,643,265
+191,132
| +4% | +$6.03M | 0.08% | 217 |
|
2019
Q4 | $392M | Sell |
4,452,133
-9,059
| -0.2% | -$798K | 0.14% | 86 |
|
2019
Q3 | $394M | Sell |
4,461,192
-59,112
| -1% | -$5.23M | 0.15% | 82 |
|
2019
Q2 | $396M | Buy |
4,520,304
+118,972
| +3% | +$10.4M | 0.15% | 78 |
|
2019
Q1 | $351M | Sell |
4,401,332
-33,899
| -0.8% | -$2.7M | 0.14% | 87 |
|
2018
Q4 | $371M | Buy |
4,435,231
+49,211
| +1% | +$4.12M | 0.17% | 74 |
|
2018
Q3 | $391M | Buy |
4,386,020
+68,208
| +2% | +$6.07M | 0.15% | 82 |
|
2018
Q2 | $301M | Buy |
4,317,812
+144,690
| +3% | +$10.1M | 0.12% | 105 |
|
2018
Q1 | $290M | Buy |
4,173,122
+568,570
| +16% | +$39.5M | 0.12% | 110 |
|
2017
Q4 | $243M | Buy |
3,604,552
+172,569
| +5% | +$11.6M | 0.1% | 167 |
|
2017
Q3 | $209M | Buy |
3,431,983
+269,219
| +9% | +$16.4M | 0.09% | 189 |
|
2017
Q2 | $238M | Sell |
3,162,764
-87,481
| -3% | -$6.58M | 0.11% | 141 |
|
2017
Q1 | $230M | Buy |
3,250,245
+73,832
| +2% | +$5.22M | 0.11% | 147 |
|
2016
Q4 | $232M | Buy |
3,176,413
+487,952
| +18% | +$35.6M | 0.12% | 131 |
|
2016
Q3 | $141M | Buy |
2,688,461
+210,332
| +8% | +$11M | 0.08% | 265 |
|
2016
Q2 | $102M | Buy |
2,478,129
+153,914
| +7% | +$6.32M | 0.06% | 389 |
|
2016
Q1 | $139M | Buy |
2,324,215
+1,039,861
| +81% | +$62.2M | 0.08% | 236 |
|
2015
Q4 | $73.6M | Buy |
1,284,354
+157,326
| +14% | +$9.01M | 0.05% | 527 |
|
2015
Q3 | $59.8M | Buy |
1,127,028
+21,828
| +2% | +$1.16M | 0.04% | 645 |
|
2015
Q2 | $58.6M | Sell |
1,105,200
-432,928
| -28% | -$23M | 0.04% | 715 |
|
2015
Q1 | $103M | Buy |
1,538,128
+4,267
| +0.3% | +$287K | 0.07% | 343 |
|
2014
Q4 | $103M | Buy |
1,533,861
+170,414
| +12% | +$11.4M | 0.07% | 319 |
|
2014
Q3 | $63.8M | Buy |
1,363,447
+24,665
| +2% | +$1.15M | 0.05% | 501 |
|
2014
Q2 | $55M | Buy |
1,338,782
+594,017
| +80% | +$24.4M | 0.04% | 627 |
|
2014
Q1 | $33.2M | Buy |
744,765
+24,014
| +3% | +$1.07M | 0.02% | 1006 |
|
2013
Q4 | $27.3M | Buy |
720,751
+2,942
| +0.4% | +$111K | 0.02% | 1184 |
|
2013
Q3 | $22M | Buy |
717,809
+35,162
| +5% | +$1.08M | 0.02% | 1301 |
|
2013
Q2 | $21.4M | Buy |
+682,647
| New | +$21.4M | 0.02% | 1207 |
|