DAS
UAL icon

Dynamic Advisor Solutions’s United Airlines UAL Stock Holding History

Dynamic Advisor Solutions’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
-4,953
Closed -$272K – 885
2023
Q2 		$272K Buy
+4,953
New +$234K 0.01% 654
2022
Q1 		– Sell
-20,320
Closed -$890K – 789
2021
Q4 		$890K Buy
20,320
+2,918
+17% +$135K 0.06% 302
2021
Q3 		$828K Buy
17,402
+1,175
+7% +$55.4K 0.06% 328
2021
Q2 		$849K Sell
16,227
-2,714
-14% -$151K 0.07% 304
2021
Q1 		$1.09M Sell
18,941
-3,016
-14% -$147K 0.1% 236
2020
Q4 		$950K Sell
21,957
-5,950
-21% -$241K 0.09% 250
2020
Q3 		$970K Sell
27,907
-1,029
-4% -$35.6K 0.11% 212
2020
Q2 		$1M Buy
28,936
+13,754
+91% +$412K 0.14% 182
2020
Q1 		$479K Buy
+15,182
New +$1M 0.09% 251

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 $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return