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Gallagher Fiduciary Advisors’s United Airlines UAL Stock Holding History

Gallagher Fiduciary 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
2023
Q3 		– Sell
-3,650
Closed -$200K – 215
2023
Q2 		$200K Sell
3,650
-1,700
-32% -$80.3K 0.02% 207
2023
Q1 		$237K Buy
+5,350
New +$256K 0.02% 177

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Gallagher Fiduciary Advisors's UAL Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of United Airlines (UAL) in Q3 2023, closing a stake of 3,650 shares — an estimated $200K sold.

Gallagher Fiduciary Advisors first reported a position in UAL in Q1 2023 and held it in 2 quarters. The position peaked at $237K in Q1 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 3,650 United Airlines shares in Q3 2023, an estimated $200K.
  • Gallagher Fiduciary Advisors first reported a position in United Airlines in Q1 2023 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's United Airlines position peaked at $237K in Q1 2023.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.