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Institutional & Family Asset Management’s United Airlines UAL Stock Holding History

Institutional & Family Asset 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 		$5.84K Hold
120
– – ﹤0.01% 481
2024
Q1 		$5.75K Hold
120
– – ﹤0.01% 475
2023
Q4 		$4.95K Hold
120
– – ﹤0.01% 482
2023
Q3 		$5.08K Hold
120
– – ﹤0.01% 460
2023
Q2 		$6.58K Hold
120
– – ﹤0.01% 433
2023
Q1 		$5.31K Hold
120
– – ﹤0.01% 464
2022
Q4 		$4.52K Hold
120
– – ﹤0.01% 484
2022
Q3 		$4K Hold
120
– – ﹤0.01% 521
2022
Q2 		$4K Hold
120
– – ﹤0.01% 532
2022
Q1 		$6K Hold
120
– – ﹤0.01% 534
2021
Q4 		$5K Hold
120
– – ﹤0.01% 568
2021
Q3 		$6K Hold
120
– – ﹤0.01% 640
2021
Q2 		$6K Hold
120
– – ﹤0.01% 691
2021
Q1 		$7K Buy
120
+50
+71% +$2.44K ﹤0.01% 637
2020
Q4 		$3K Hold
70
– – ﹤0.01% 730
2020
Q3 		$2K Hold
70
– – ﹤0.01% 736
2020
Q2 		$2K Sell
70
-268
-79% -$8.04K ﹤0.01% 720
2020
Q1 		$11K Buy
338
+268
+383% +$17.7K ﹤0.01% 448
2019
Q4 		$6K Hold
70
– – ﹤0.01% 579
2019
Q3 		$6K Hold
70
– – ﹤0.01% 540
2019
Q2 		$6K Hold
70
– – ﹤0.01% 568
2019
Q1 		$6K Hold
70
– – ﹤0.01% 585
2018
Q4 		$6K Hold
70
– – ﹤0.01% 574
2018
Q3 		$6K Hold
70
– – ﹤0.01% 599
2018
Q2 		$5K Hold
70
– – ﹤0.01% 625
2018
Q1 		$5K Buy
+70
New +$4.84K ﹤0.01% 608

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institutional & Family Asset Management's UAL Position: Q2 2024 in Review

Institutional & Family Asset Management held its United Airlines (UAL) position steady in Q2 2024 at 120 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Institutional & Family Asset Management first reported a position in UAL in Q1 2018 and has held it in 26 quarters since. The position peaked at $11K in Q1 2020. 670 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

  • Institutional & Family Asset Management held 120 shares of United Airlines worth $5.84K as of Q2 2024.
  • Institutional & Family Asset Management left its United Airlines share count unchanged in Q2 2024.
  • United Airlines made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #481 holding.
  • Institutional & Family Asset Management first reported a position in United Airlines in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's United Airlines position peaked at $11K in Q1 2020.
  • 670 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.