KFS
UAL icon

Kaizen Financial Strategies’s United Airlines UAL Stock Holding History

Kaizen Financial Strategies’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
Q3 		– Sell
-5,150
Closed -$240K – 148
2024
Q2 		$240K Buy
+5,150
New +$259K 0.15% 112

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

Kaizen Financial Strategies's UAL Position: Q3 2024 in Review

Kaizen Financial Strategies sold out of United Airlines (UAL) in Q3 2024, closing a stake of 5,150 shares — an estimated $240K sold.

Kaizen Financial Strategies first reported a position in UAL in Q2 2024 and held it in 1 quarter. The position peaked at $240K in Q2 2024. 652 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

  • Kaizen Financial Strategies reported no remaining United Airlines position as of Q3 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 5,150 United Airlines shares in Q3 2024, an estimated $240K.
  • Kaizen Financial Strategies first reported a position in United Airlines in Q2 2024 and held it in 1 quarter.
  • Kaizen Financial Strategies's United Airlines position peaked at $240K in Q2 2024.
  • 652 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on Kaizen Financial Strategies's 13F filing for Q3 2024, filed 4 Nov 2024.