Everence Capital Management’s United Airlines UAL Stock Holding History

Everence Capital Management’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$924K	Sell	11,600 -1,870	-14%	-$149K	0.06%	244
2025 Q1	$930K	Buy	13,470 +1,870	+16%	+$129K	0.06%	245
2024 Q4	$1.13M	Sell	11,600 -1,460	-11%	-$142K	0.07%	211
2024 Q3	$745K	Hold	13,060	–	–	0.05%	305
2024 Q2	$672	Hold	13,060	–	–	0.05%	305
2024 Q1	$625	Hold	13,060	–	–	0.04%	345
2023 Q4	$539K	Sell	13,060 -8,760	-40%	-$362K	0.04%	375
2023 Q3	$923	Hold	21,820	–	–	0.07%	226
2023 Q2	$1.04M	Hold	21,820	–	–	0.08%	203
2023 Q1	$966	Hold	21,820	–	–	0.08%	222
2022 Q4	$823	Hold	21,820	–	–	0.07%	239
2022 Q3	$710K	Buy	21,820 +8,760	+67%	+$285K	0.07%	254
2022 Q2	$463K	Buy	+13,060	New	+$463K	0.04%	365
2022 Q1	–	Sell	-12,530	Closed	-$549K	–	780
2021 Q4	$549K	Hold	12,530	–	–	0.04%	381
2021 Q3	$596K	Hold	12,530	–	–	0.05%	336
2021 Q2	$655K	Hold	12,530	–	–	0.05%	305
2021 Q1	$721K	Hold	12,530	–	–	0.07%	243
2020 Q4	$542K	Sell	12,530 -10,340	-45%	-$447K	0.05%	319
2020 Q3	$795K	Hold	22,870	–	–	0.09%	188
2020 Q2	$641K	Buy	22,870 +10,340	+83%	+$290K	0.08%	219
2020 Q1	$395K	Buy	12,530 +7,130	+132%	+$225K	0.06%	301
2019 Q4	$476K	Hold	5,400	–	–	0.07%	301
2019 Q3	$477K	Hold	5,400	–	–	0.08%	275
2019 Q2	$473K	Hold	5,400	–	–	0.08%	277
2019 Q1	$431K	Buy	5,400 +300	+6%	+$23.9K	0.08%	293
2018 Q4	$427K	Hold	5,100	–	–	0.1%	223
2018 Q3	$454K	Sell	5,100 -4,470	-47%	-$398K	0.09%	243
2018 Q2	$667K	Buy	9,570 +2,800	+41%	+$195K	0.14%	178
2018 Q1	$470K	Buy	6,770 +2,540	+60%	+$176K	0.1%	226
2017 Q4	$285K	Sell	4,230 -1,883	-31%	-$127K	0.06%	317
2017 Q3	$372K	Hold	6,113	–	–	0.09%	262
2017 Q2	$460K	Hold	6,113	–	–	0.11%	226
2017 Q1	$432K	Hold	6,113	–	–	0.11%	222
2016 Q4	$446K	Sell	6,113 -967	-14%	-$70.6K	0.13%	204
2016 Q3	$371K	Buy	+7,080	New	+$371K	0.11%	219
2016 Q2	–	Sell	-3,890	Closed	-$233K	–	313
2016 Q1	$233K	Hold	3,890	–	–	0.07%	268
2015 Q4	$223K	Buy	+3,890	New	+$223K	0.07%	275