Lee Financial’s United Airlines UAL Stock Holding History

Lee Financial’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 Q1	–	Sell	-51	Closed	-$2.1K	–	774
2023 Q4	$2.1K	Buy	51 +19	+59%	+$747	﹤0.01%	742
2023 Q3	$1.35K	Hold	32	–	–	﹤0.01%	752
2023 Q2	$1.76K	Buy	+32	New	+$1.51K	﹤0.01%	680

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Lee Financial's UAL Position: Q1 2024 in Review

Lee Financial sold out of United Airlines (UAL) in Q1 2024, closing a stake of 51 shares — an estimated $2.1K sold.

Lee Financial first reported a position in UAL in Q2 2023 and held it in 3 quarters. The position peaked at $2.1K in Q4 2023. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

Lee Financial reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 51 United Airlines shares in Q1 2024, an estimated $2.1K.
Lee Financial first reported a position in United Airlines in Q2 2023 and held it in 3 quarters.
Lee Financial's United Airlines position peaked at $2.1K in Q4 2023.
636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.