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Horan Securities’s United Airlines UAL Stock Holding History

Horan Securities’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
-200
Closed -$11K – 626
2023
Q2 		$11K Buy
+200
New +$9.44K ﹤0.01% 379
2021
Q2 		$212K Hold
4,063
– – 0.15% 62
2021
Q1 		$234K Hold
4,063
– – 0.2% 39
2020
Q4 		$176K Buy
4,063
+2,851
+235% +$115K 0.15% 51
2020
Q3 		$42K Buy
1,212
+780
+181% +$27K 0.04% 114
2020
Q2 		$15K Buy
+432
New +$13K 0.02% 148
2017
Q3 		– Sell
-100
Closed -$8K – 196
2017
Q2 		$8K Hold
100
– – 0.01% 111
2017
Q1 		$7K Buy
+100
New +$7.23K 0.01% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Horan Securities's UAL Position: Q3 2023 in Review

Horan Securities sold out of United Airlines (UAL) in Q3 2023, closing a stake of 200 shares — an estimated $11K sold.

Horan Securities first reported a position in UAL in Q1 2017 and held it in 8 quarters. The position peaked at $234K in Q1 2021. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Horan Securities reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 200 United Airlines shares in Q3 2023, an estimated $11K.
  • Horan Securities first reported a position in United Airlines in Q1 2017 and held it in 8 quarters.
  • Horan Securities's United Airlines position peaked at $234K in Q1 2021.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.