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Jade Capital Advisors’s United Airlines UAL Stock Holding History

Jade Capital 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
2022
Q4 		– Sell
-30,000
Closed -$976K – 59
2022
Q3 		$976K Buy
+30,000
New +$1.12M 5.04% 8

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jade Capital Advisors's UAL Position: Q3 2024 in Review

Jade Capital Advisors sold out of United Airlines (UAL) in Q3 2024, closing a stake of 30,000 shares — an estimated $1.46M sold.

Jade Capital Advisors first reported a position in UAL in Q4 2019 and held it in 11 quarters. The position peaked at $12.8M in Q2 2021. 652 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

  • Jade Capital Advisors reported no remaining United Airlines position as of Q3 2024 after selling out during the quarter.
  • Jade Capital Advisors sold 30,000 United Airlines shares in Q3 2024, an estimated $1.46M.
  • Jade Capital Advisors first reported a position in United Airlines in Q4 2019 and held it in 11 quarters.
  • Jade Capital Advisors's United Airlines position peaked at $12.8M in Q2 2021.
  • 652 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.