Kula Investments’s United Airlines UAL Stock Holding History

Kula Investments’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 Q1	$484K	Buy	+10,939	New	+$524K	0.12%	314

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Kula Investments's UAL Position: Q1 2023 in Review

Kula Investments opened a new position in United Airlines (UAL) in Q1 2023: 10,939 shares worth $484K. The stake represents 0.12% of the portfolio and ranks #314 among its holdings.

601 funds tracked by Wall St. Rank hold UAL as of Q1 2023.

Kula Investments held 10,939 shares of United Airlines worth $484K as of Q1 2023.
United Airlines was a new Kula Investments position in Q1 2023.
United Airlines made up 0.12% of Kula Investments's portfolio in Q1 2023, its #314 holding.
601 funds tracked by Wall St. Rank held United Airlines as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.