HWA
UAL icon

HCR Wealth Advisors’s United Airlines UAL Stock Holding History

HCR Wealth 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
2024
Q1 		– Sell
-5,000
Closed -$206K – 230
2023
Q4 		$206K Hold
5,000
– – 0.03% 196
2023
Q3 		$212K Hold
5,000
– – 0.05% 159
2023
Q2 		$274K Hold
5,000
– – 0.05% 144
2023
Q1 		$221K Buy
+5,000
New +$240K 0.04% 156
2022
Q2 		– Sell
-5,000
Closed -$232K – 198
2022
Q1 		$232K Hold
5,000
– – 0.04% 171
2021
Q4 		$219K Buy
+5,000
New +$232K 0.03% 185

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 $3.38T AUM 44.17% 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

HCR Wealth Advisors's UAL Position: Q1 2024 in Review

HCR Wealth Advisors sold out of United Airlines (UAL) in Q1 2024, closing a stake of 5,000 shares — an estimated $206K sold.

HCR Wealth Advisors first reported a position in UAL in Q4 2021 and held it in 6 quarters. The position peaked at $274K in Q2 2023. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

  • HCR Wealth Advisors reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
  • HCR Wealth Advisors sold 5,000 United Airlines shares in Q1 2024, an estimated $206K.
  • HCR Wealth Advisors first reported a position in United Airlines in Q4 2021 and held it in 6 quarters.
  • HCR Wealth Advisors's United Airlines position peaked at $274K in Q2 2023.
  • 636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on HCR Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.