Edgewood Management’s United Airlines UAL Stock Holding History

Edgewood 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
2024 Q2	–	Sell	-4,500	Closed	-$215K	–	82
2024 Q1	$215K	Buy	+4,500	New	+$193K	﹤0.01%	77
2023 Q3	–	Sell	-4,500	Closed	-$247K	–	81
2023 Q2	$247K	Buy	+4,500	New	+$212K	﹤0.01%	75
2022 Q2	–	Sell	-4,500	Closed	-$209K	–	85
2022 Q1	$209K	Buy	+4,500	New	+$195K	﹤0.01%	83
2021 Q4	–	Sell	-4,500	Closed	-$214K	–	87
2021 Q3	$214K	Buy	+4,500	New	+$212K	﹤0.01%	79
2020 Q1	–	Sell	-5,600	Closed	-$493K	–	87
2019 Q4	$493K	Buy	+5,600	New	+$503K	﹤0.01%	63

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management's UAL Position: Q2 2024 in Review

Edgewood Management sold out of United Airlines (UAL) in Q2 2024, closing a stake of 4,500 shares — an estimated $215K sold.

Edgewood Management first reported a position in UAL in Q4 2019 and held it in 5 quarters. The position peaked at $493K in Q4 2019. 670 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

Edgewood Management reported no remaining United Airlines position as of Q2 2024 after selling out during the quarter.
Edgewood Management sold 4,500 United Airlines shares in Q2 2024, an estimated $215K.
Edgewood Management first reported a position in United Airlines in Q4 2019 and held it in 5 quarters.
Edgewood Management's United Airlines position peaked at $493K in Q4 2019.
670 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on Edgewood Management's 13F filing for Q2 2024, filed 13 Aug 2024.