FWM
UAL icon

Focused Wealth Management’s United Airlines UAL Stock Holding History

Focused Wealth 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
2014
Q2 		– Hold
0
– -$702K – 696
2014
Q1 		– Hold
0
– – – 37

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 $5.72T AUM 30.48% 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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Focused Wealth Management's UAL Position: Q1 2024 in Review

Focused Wealth Management sold out of United Airlines (UAL) in Q1 2024, closing a stake of 400 shares — an estimated $16.5K sold.

Focused Wealth Management first reported a position in UAL in Q3 2016 and held it in 29 quarters. The position peaked at $212K in Q3 2019. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

  • Focused Wealth Management reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 400 United Airlines shares in Q1 2024, an estimated $16.5K.
  • Focused Wealth Management first reported a position in United Airlines in Q3 2016 and held it in 29 quarters.
  • Focused Wealth Management's United Airlines position peaked at $212K in Q3 2019.
  • 636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.