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ICA Group Wealth Management’s United Airlines UAL Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-1,746
Closed -$83.6K – 1301
2024
Q1 		$83.6K Hold
1,746
– – 0.02% 446
2023
Q4 		$72K Buy
+1,746
New +$68.6K 0.02% 433
2023
Q3 		– Sell
-1,746
Closed -$95.8K – 1157
2023
Q2 		$95.8K Sell
1,746
-1,450
-45% -$68.5K 0.02% 340
2023
Q1 		$141K Sell
3,196
-72
-2% -$3.45K 0.03% 281
2022
Q4 		$123K Buy
+3,268
New +$133K 0.03% 320

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's UAL Position: Q2 2024 in Review

ICA Group Wealth Management sold out of United Airlines (UAL) in Q2 2024, closing a stake of 1,746 shares — an estimated $83.6K sold.

ICA Group Wealth Management first reported a position in UAL in Q4 2022 and held it in 5 quarters. The position peaked at $141K in Q1 2023. 669 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

  • ICA Group Wealth Management reported no remaining United Airlines position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,746 United Airlines shares in Q2 2024, an estimated $83.6K.
  • ICA Group Wealth Management first reported a position in United Airlines in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's United Airlines position peaked at $141K in Q1 2023.
  • 669 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.