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FDx Advisors’s United Airlines UAL Stock Holding History

FDx Advisors’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
-2,698
Closed -$262K – 187
2024
Q4 		$262K Buy
+2,698
New +$228K 0.08% 153
2018
Q2 		– Sell
-3,887
Closed -$270K – 1093
2018
Q1 		$270K Sell
3,887
-456
-10% -$31.5K 0.01% 1020
2017
Q4 		$293K Buy
4,343
+130
+3% +$8.1K 0.01% 1049
2017
Q3 		$256K Sell
4,213
-5,697
-57% -$380K 0.01% 1100
2017
Q2 		$746K Buy
9,910
+1,810
+22% +$137K 0.02% 617
2017
Q1 		$572K Sell
8,100
-1,502
-16% -$109K 0.02% 737
2016
Q4 		$700K Buy
9,602
+3,712
+63% +$237K 0.02% 640
2016
Q3 		$309K Buy
+5,890
New +$283K 0.01% 770
2016
Q2 		– Sell
-11,114
Closed -$665K – 941
2016
Q1 		$665K Buy
11,114
+499
+5% +$26.5K 0.03% 497
2015
Q4 		$608K Buy
10,615
+720
+7% +$41.6K 0.03% 499
2015
Q3 		$525K Sell
9,895
-2,531
-20% -$143K 0.05% 428
2015
Q2 		$659K Buy
12,426
+5,026
+68% +$291K 0.03% 483
2015
Q1 		$498K Sell
7,400
-2,682
-27% -$182K 0.01% 948
2014
Q4 		$674K Sell
10,082
-589
-6% -$32.6K 0.04% 438
2014
Q3 		$499K Buy
10,671
+2,156
+25% +$100K 0.03% 591
2014
Q2 		$350K Sell
8,515
-957
-10% -$41.2K 0.02% 723
2014
Q1 		$423K Buy
+9,472
New +$426K 0.04% 486

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return