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Glassman Wealth Services’s United Airlines UAL Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-299
Closed -$12.3K – 1709
2023
Q4 		$12.3K Sell
299
-122
-29% -$4.8K ﹤0.01% 824
2023
Q3 		$17.8K Hold
421
– – ﹤0.01% 681
2023
Q2 		$23.1K Buy
421
+27
+7% +$1.27K ﹤0.01% 588
2023
Q1 		$17.4K Buy
394
+6
+2% +$288 ﹤0.01% 670
2022
Q4 		$14.6K Sell
388
-612
-61% -$24.8K ﹤0.01% 736
2022
Q3 		$33K Buy
1,000
+74
+8% +$2.75K 0.01% 483
2022
Q2 		$33K Sell
926
-75
-7% -$3.29K 0.01% 489
2022
Q1 		$46K Sell
1,001
-34
-3% -$1.47K 0.01% 423
2021
Q4 		$45K Buy
1,035
+173
+20% +$8.02K 0.01% 398
2021
Q3 		$41K Sell
862
-8
-0.9% -$377 0.01% 405
2021
Q2 		$45K Buy
870
+42
+5% +$2.33K 0.01% 382
2021
Q1 		$48K Buy
828
+243
+42% +$11.9K 0.01% 334
2020
Q4 		$25K Buy
585
+525
+875% +$21.2K 0.01% 474
2020
Q3 		$2K Buy
60
+27
+82% +$934 ﹤0.01% 1044
2020
Q2 		$1K Sell
33
-25
-43% -$750 ﹤0.01% 1123
2020
Q1 		$2K Buy
58
+27
+87% +$1.78K ﹤0.01% 757
2019
Q4 		$3K Buy
31
+7
+29% +$628 ﹤0.01% 698
2019
Q3 		$2K Buy
24
+6
+33% +$530 ﹤0.01% 743
2019
Q2 		$2K Buy
18
+3
+20% +$254 ﹤0.01% 760
2019
Q1 		$1K Hold
15
– – ﹤0.01% 908
2018
Q4 		$1K Hold
15
– – ﹤0.01% 697
2018
Q3 		$1K Hold
15
– – ﹤0.01% 747
2018
Q2 		$1K Buy
15
+11
+275% +$764 ﹤0.01% 731
2018
Q1 		$0 Hold
4
– – ﹤0.01% 930
2017
Q4 		$0 Sell
4
-12
-75% -$748 ﹤0.01% 794
2017
Q3 		$1K Sell
16
-30
-65% -$2K ﹤0.01% 508
2017
Q2 		$3K Buy
46
+30
+188% +$2.27K ﹤0.01% 401
2017
Q1 		$1K Hold
16
– – ﹤0.01% 531
2016
Q4 		$1K Buy
+16
New +$1.02K ﹤0.01% 585

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 $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Glassman Wealth Services's UAL Position: Q1 2024 in Review

Glassman Wealth Services sold out of United Airlines (UAL) in Q1 2024, closing a stake of 299 shares — an estimated $12.3K sold.

Glassman Wealth Services first reported a position in UAL in Q4 2016 and held it in 29 quarters. The position peaked at $48K in Q1 2021. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

  • Glassman Wealth Services reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 299 United Airlines shares in Q1 2024, an estimated $12.3K.
  • Glassman Wealth Services first reported a position in United Airlines in Q4 2016 and held it in 29 quarters.
  • Glassman Wealth Services's United Airlines position peaked at $48K in Q1 2021.
  • 636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.