EIM
UAL icon

Essex Investment Management’s United Airlines UAL Stock Holding History

Essex Investment 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
Q3 		– Sell
-18,500
Closed -$1.02M – 401
2023
Q2 		$1.02M Hold
18,500
– – 0.14% 205
2023
Q1 		$819K Sell
18,500
-12,012
-39% -$576K 0.12% 222
2022
Q4 		$1.15M Sell
30,512
-1,723
-5% -$69.9K 0.18% 177
2022
Q3 		$1.05M Hold
32,235
– – 0.17% 181
2022
Q2 		$1.14M Buy
32,235
+5,919
+22% +$260K 0.18% 170
2022
Q1 		$1.22M Buy
26,316
+3,670
+16% +$159K 0.15% 203
2021
Q4 		$991K Hold
22,646
– – 0.11% 232
2021
Q3 		$1.08M Hold
22,646
– – 0.13% 212
2021
Q2 		$1.18M Hold
22,646
– – 0.14% 218
2021
Q1 		$1.3M Sell
22,646
-41,354
-65% -$2.02M 0.16% 204
2020
Q4 		$2.77M Buy
64,000
+42,300
+195% +$1.71M 0.34% 93
2020
Q3 		$754K Buy
+21,700
New +$751K 0.11% 256
2017
Q4 		– Sell
-16,748
Closed -$1.02M – 387
2017
Q3 		$1.02M Sell
16,748
-11,130
-40% -$741K 0.14% 207
2017
Q2 		$2.1M Sell
27,878
-960
-3% -$72.5K 0.3% 111
2017
Q1 		$2.04M Buy
+28,838
New +$2.08M 0.32% 89
2013
Q4 		– Sell
-16,887
Closed -$519K – 392
2013
Q3 		$519K Sell
16,887
-41,884
-71% -$1.35M 0.08% 249
2013
Q2 		$1.84M Buy
+58,771
New +$1.87M 0.32% 97

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Essex Investment Management's UAL Position: Q3 2023 in Review

Essex Investment Management sold out of United Airlines (UAL) in Q3 2023, closing a stake of 18,500 shares — an estimated $1.02M sold.

Essex Investment Management first reported a position in UAL in Q2 2013 and held it in 17 quarters. The position peaked at $2.77M in Q4 2020. 622 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Essex Investment Management reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 18,500 United Airlines shares in Q3 2023, an estimated $1.02M.
  • Essex Investment Management first reported a position in United Airlines in Q2 2013 and held it in 17 quarters.
  • Essex Investment Management's United Airlines position peaked at $2.77M in Q4 2020.
  • 622 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.