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Ewing Morris & Co Investment Partners’s United Airlines UAL Stock Holding History

Ewing Morris & Co Investment Partners’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
2025
Q1 		– Sell
-9,875
Closed -$959K – 112
2024
Q4 		$959K Buy
+9,875
New +$835K 0.33% 63

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ewing Morris & Co Investment Partners's UAL Position: Q1 2025 in Review

Ewing Morris & Co Investment Partners sold out of United Airlines (UAL) in Q1 2025, closing a stake of 9,875 shares — an estimated $959K sold.

Ewing Morris & Co Investment Partners first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $959K in Q4 2024. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Ewing Morris & Co Investment Partners reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 9,875 United Airlines shares in Q1 2025, an estimated $959K.
  • Ewing Morris & Co Investment Partners first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
  • Ewing Morris & Co Investment Partners's United Airlines position peaked at $959K in Q4 2024.
  • 848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.