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Kapitalo Investimentos’s United Airlines UAL Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-4,587
Closed -$194K – 714
2023
Q3 		$194K Buy
+4,587
New +$232K 0.03% 289
2023
Q2 		– Sell
-2,520
Closed -$112K – 700
2023
Q1 		$112K Buy
+2,520
New +$121K 0.04% 308

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kapitalo Investimentos's UAL Position: Q4 2023 in Review

Kapitalo Investimentos sold out of United Airlines (UAL) in Q4 2023, closing a stake of 4,587 shares — an estimated $194K sold.

Kapitalo Investimentos first reported a position in UAL in Q1 2023 and held it in 2 quarters. The position peaked at $194K in Q3 2023. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Kapitalo Investimentos reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,587 United Airlines shares in Q4 2023, an estimated $194K.
  • Kapitalo Investimentos first reported a position in United Airlines in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's United Airlines position peaked at $194K in Q3 2023.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.