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Jamison Private Wealth Management’s United Airlines UAL Stock Holding History

Jamison Private 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
Q4 		– Sell
-5
Closed -$286 – 454
2024
Q3 		$286 Hold
5
– – ﹤0.01% 443
2024
Q2 		$244 Hold
5
– – ﹤0.01% 414
2024
Q1 		$240 Hold
5
– – ﹤0.01% 469
2023
Q4 		$207 Sell
5
-9
-64% -$354 ﹤0.01% 391
2023
Q3 		$593 Buy
+14
New +$708 ﹤0.01% 380

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jamison Private Wealth Management's UAL Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of United Airlines (UAL) in Q4 2024, closing a stake of 5 shares — an estimated $286 sold.

Jamison Private Wealth Management first reported a position in UAL in Q3 2023 and held it in 5 quarters. The position peaked at $593 in Q3 2023. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 United Airlines shares in Q4 2024, an estimated $286.
  • Jamison Private Wealth Management first reported a position in United Airlines in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's United Airlines position peaked at $593 in Q3 2023.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.