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Legend Financial Advisors’s United Airlines UAL Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-83
Closed -$6.61K – 152
2025
Q2 		$6.61K Buy
+83
New +$6.12K ﹤0.01% 133
2025
Q1 		– Sell
-83
Closed -$8.06K – 234
2024
Q4 		$8.06K Hold
83
– – 0.01% 128
2024
Q3 		$4.74K Hold
83
– – ﹤0.01% 130
2024
Q2 		$4.04K Hold
83
– – ﹤0.01% 199
2024
Q1 		$3.97K Hold
83
– – ﹤0.01% 163
2023
Q4 		$3.42K Hold
83
– – ﹤0.01% 164
2023
Q3 		$3.51K Hold
83
– – ﹤0.01% 171
2023
Q2 		$4.55K Hold
83
– – ﹤0.01% 180
2023
Q1 		$3.67K Hold
83
– – ﹤0.01% 195
2022
Q4 		$3.13K Hold
83
– – ﹤0.01% 207
2022
Q3 		$2.7K Buy
+83
New +$3.09K ﹤0.01% 201

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return