Jefferies Financial Group’s United Airlines UAL Stock Holding History

Jefferies Financial Group’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
2026 Q1	–	Sell	-33,300	Closed	-$3.72M	–	2207
2025 Q4	$3.72M	Buy	+33,300	New	+$3.37M	0.02%	570
2024 Q2	–	Sell	-233,000	Closed	-$11.2M	–	1879
2024 Q1	$11.2M	Buy	233,000 +88,000	+61%	+$3.77M	0.1%	153
2023 Q4	$5.98M	Hold	145,000	–	–	0.04%	350
2023 Q3	$6.13M	Buy	145,000 +79,900	+123%	+$4.04M	0.06%	287
2023 Q2	$3.57M	Buy	+65,100	New	+$3.07M	0.03%	462

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jefferies Financial Group's UAL Position: Q1 2026 in Review

Jefferies Financial Group increased its United Airlines (UAL) stake by 4.6% in Q1 2026, buying an estimated $93.8K and bringing the position to 20,552 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #662.

Jefferies Financial Group first reported a position in UAL in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.32M in Q1 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Jefferies Financial Group held 20,552 shares of United Airlines worth $1.89M as of Q1 2026.
Jefferies Financial Group bought 895 United Airlines shares in Q1 2026, an estimated $93.8K.
United Airlines made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #662 holding.
Jefferies Financial Group first reported a position in United Airlines in Q4 2022 and has held it in 13 quarters since.
Jefferies Financial Group's United Airlines position peaked at $7.32M in Q1 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.