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Halpern Financial’s United Airlines UAL Stock Holding History

Halpern Financial’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
-1,250
Closed -$60.8K – 247
2024
Q2 		$60.8K Buy
+1,250
New +$62.9K 0.02% 88
2024
Q1 		– Sell
-100
Closed -$3.95K – 243
2023
Q4 		$3.95K Buy
+100
New +$3.93K ﹤0.01% 212

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Halpern Financial's UAL Position: Q3 2024 in Review

Halpern Financial sold out of United Airlines (UAL) in Q3 2024, closing a stake of 1,250 shares — an estimated $60.8K sold.

Halpern Financial first reported a position in UAL in Q4 2023 and held it in 2 quarters. The position peaked at $60.8K in Q2 2024. 653 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

  • Halpern Financial reported no remaining United Airlines position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 1,250 United Airlines shares in Q3 2024, an estimated $60.8K.
  • Halpern Financial first reported a position in United Airlines in Q4 2023 and held it in 2 quarters.
  • Halpern Financial's United Airlines position peaked at $60.8K in Q2 2024.
  • 653 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.