Fayez Sarofim & Co’s United Airlines UAL Stock Holding History

Fayez Sarofim & Co’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 Q3	–	Sell	-5,037	Closed	-$245K	–	290
2024 Q2	$245K	Hold	5,037	–	–	﹤0.01%	259
2024 Q1	$241K	Hold	5,037	–	–	﹤0.01%	270
2023 Q4	$213K	Hold	5,037	–	–	﹤0.01%	279
2023 Q3	$213K	Sell	5,037 -700	-12%	-$35.4K	﹤0.01%	274
2023 Q2	$315K	Buy	5,737 +700	+14%	+$33.1K	﹤0.01%	236
2023 Q1	$223K	Buy	+5,037	New	+$241K	﹤0.01%	264
2022 Q2	–	Sell	-5,037	Closed	-$234K	–	321
2022 Q1	$234K	Hold	5,037	–	–	﹤0.01%	311
2021 Q4	$221K	Hold	5,037	–	–	﹤0.01%	323
2021 Q3	$240K	Hold	5,037	–	–	﹤0.01%	295
2021 Q2	$263K	Hold	5,037	–	–	﹤0.01%	298
2021 Q1	$290K	Hold	5,037	–	–	﹤0.01%	260
2020 Q4	$218K	Buy	+5,037	New	+$204K	﹤0.01%	266
2020 Q1	–	Sell	-5,037	Closed	-$444K	–	264
2019 Q4	$444K	Buy	+5,037	New	+$452K	﹤0.01%	208

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fayez Sarofim & Co's UAL Position: Q3 2024 in Review

Fayez Sarofim & Co sold out of United Airlines (UAL) in Q3 2024, closing a stake of 5,037 shares — an estimated $245K sold.

Fayez Sarofim & Co first reported a position in UAL in Q4 2019 and held it in 13 quarters. The position peaked at $444K in Q4 2019. 653 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

Fayez Sarofim & Co reported no remaining United Airlines position as of Q3 2024 after selling out during the quarter.
Fayez Sarofim & Co sold 5,037 United Airlines shares in Q3 2024, an estimated $245K.
Fayez Sarofim & Co first reported a position in United Airlines in Q4 2019 and held it in 13 quarters.
Fayez Sarofim & Co's United Airlines position peaked at $444K in Q4 2019.
653 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on Fayez Sarofim & Co's 13F filing for Q3 2024, filed 14 Nov 2024.