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Householder Group Estate & Retirement Specialist’s United Airlines UAL Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$4K Sell
50
-138
-73% -$11.7K ﹤0.01% 446
2024
Q3 		$10K Hold
188
– – ﹤0.01% 822
2024
Q2 		$9K Hold
188
– – ﹤0.01% 842
2024
Q1 		$9K Buy
188
+50
+36% +$2.14K ﹤0.01% 835
2023
Q4 		$5K Hold
138
– – ﹤0.01% 902
2023
Q3 		$5.84K Buy
+138
New +$6.98K ﹤0.01% 904
2023
Q1 		$6K Buy
+138
New +$6.61K ﹤0.01% 935
2022
Q4 		– Sell
-87
Closed -$2K – 1078
2022
Q3 		$2K Buy
+87
New +$3.24K ﹤0.01% 986

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UAL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its United Airlines (UAL) stake by 73% in Q4 2024, selling an estimated $11.7K and leaving 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Householder Group Estate & Retirement Specialist first reported a position in UAL in Q3 2022 and has held it in 8 quarters since. The position peaked at $10K in Q3 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 50 shares of United Airlines worth $4K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 138 United Airlines shares in Q4 2024, an estimated $11.7K.
  • United Airlines made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #446 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in United Airlines in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's United Airlines position peaked at $10K in Q3 2024.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.