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Disciplined Investments’s United Airlines UAL Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-44
Closed -$2.41K – 1446
2023
Q2 		$2.41K Hold
44
– – ﹤0.01% 591
2023
Q1 		$1.95K Buy
44
+13
+42% +$623 ﹤0.01% 672
2022
Q4 		$1.17K Sell
31
-11
-26% -$446 ﹤0.01% 834
2022
Q3 		$1K Buy
42
+2
+5% +$74 ﹤0.01% 1110
2022
Q2 		$1K Buy
40
+9
+29% +$395 ﹤0.01% 1139
2022
Q1 		$1K Buy
+31
New +$1.34K ﹤0.01% 1208

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Disciplined Investments's UAL Position: Q3 2023 in Review

Disciplined Investments sold out of United Airlines (UAL) in Q3 2023, closing a stake of 44 shares — an estimated $2.41K sold.

Disciplined Investments first reported a position in UAL in Q1 2022 and held it in 6 quarters. The position peaked at $2.41K in Q2 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Disciplined Investments reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 44 United Airlines shares in Q3 2023, an estimated $2.41K.
  • Disciplined Investments first reported a position in United Airlines in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's United Airlines position peaked at $2.41K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.