Echo Street Capital Management’s United Airlines UAL Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-31,596	Closed	-$1.34M	–	400
2023 Q3	$1.34M	Buy	31,596 +24,267	+331%	+$1.23M	0.01%	118
2023 Q2	$402K	Buy	7,329 +2,111	+40%	+$99.7K	﹤0.01%	324
2023 Q1	$231K	Sell	5,218 -17,344	-77%	-$831K	﹤0.01%	436
2022 Q4	$851K	Buy	+22,562	New	+$916K	0.01%	177
2022 Q3	–	Sell	-22,879	Closed	-$810K	–	695
2022 Q2	$810K	Buy	+22,879	New	+$1M	0.01%	202
2021 Q3	–	Sell	-6,649	Closed	-$348K	–	759
2021 Q2	$348K	Buy	+6,649	New	+$369K	﹤0.01%	462

Other funds holding UAL

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Echo Street Capital Management's UAL Position: Q4 2023 in Review

Echo Street Capital Management sold out of United Airlines (UAL) in Q4 2023, closing a stake of 31,596 shares — an estimated $1.34M sold.

Echo Street Capital Management first reported a position in UAL in Q2 2021 and held it in 6 quarters. The position peaked at $1.34M in Q3 2023. 630 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

Echo Street Capital Management reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 31,596 United Airlines shares in Q4 2023, an estimated $1.34M.
Echo Street Capital Management first reported a position in United Airlines in Q2 2021 and held it in 6 quarters.
Echo Street Capital Management's United Airlines position peaked at $1.34M in Q3 2023.
630 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.