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	-68,700	Closed	-$7.68M	–	2208
2025 Q4	$7.68M	Buy	68,700 +48,700	+244%	+$4.92M	0.04%	385
2025 Q3	$1.93M	Hold	20,000	–	–	0.01%	657
2025 Q2	$1.59M	Hold	20,000	–	–	0.01%	589
2025 Q1	$1.38M	Sell	20,000 -37,500	-65%	-$3.54M	0.01%	689
2024 Q4	$5.58M	Hold	57,500	–	–	0.03%	339
2024 Q3	$3.28M	Sell	57,500 -45,000	-44%	-$2.08M	0.02%	430
2024 Q2	$4.99M	Sell	102,500 -20,000	-16%	-$1.01M	0.05%	290
2024 Q1	$5.87M	Sell	122,500 -270,000	-69%	-$11.6M	0.05%	276
2023 Q4	$16.2M	Buy	392,500 +20,000	+5%	+$786K	0.11%	138
2023 Q3	$15.8M	Buy	372,500 +55,600	+18%	+$2.81M	0.14%	104
2023 Q2	$17.4M	Buy	316,900 +66,900	+27%	+$3.16M	0.16%	117
2023 Q1	$11.1M	Buy	+250,000	New	+$12M	0.09%	193

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.