Loomis, Sayles & Company
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Loomis, Sayles & Company’s United Airlines UAL Stock Holding History

Loomis, Sayles & Company’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
-577
Closed -$24K – 959
2023
Q4 		$24K Sell
577
-45
-7% -$1.77K ﹤0.01% 672
2023
Q3 		$26K Buy
622
+545
+708% +$27.6K ﹤0.01% 675
2023
Q2 		$4K Buy
+77
New +$3.64K ﹤0.01% 899
2021
Q1 		– Sell
-35,904
Closed -$1.55M – 896
2020
Q4 		$1.55M Buy
+35,904
New +$1.45M ﹤0.01% 453
2017
Q2 		– Sell
-316
Closed -$22K – 1002
2017
Q1 		$22K Sell
316
-14
-4% -$1.01K ﹤0.01% 766
2016
Q4 		$24K Sell
330
-345,663
-100% -$22M ﹤0.01% 749
2016
Q3 		$18.2M Sell
345,993
-127,072
-27% -$6.11M 0.05% 290
2016
Q2 		$19.4M Sell
473,065
-40,736
-8% -$1.93M 0.05% 277
2016
Q1 		$30.8M Sell
513,801
-57,519
-10% -$3.05M 0.09% 169
2015
Q4 		$32.7M Buy
571,320
+185,235
+48% +$10.7M 0.09% 158
2015
Q3 		$20.5M Hold
386,085
– – 0.06% 277
2015
Q2 		$20.5M Hold
386,085
– – 0.06% 316
2015
Q1 		$26M Hold
386,085
– – 0.07% 249
2014
Q4 		$25.8M Hold
386,085
– – 0.07% 247
2014
Q3 		$18.1M Hold
386,085
– – 0.05% 358
2014
Q2 		$15.9M Hold
386,085
– – 0.05% 427
2014
Q1 		$17.2M Buy
+386,085
New +$17.4M 0.05% 402

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Loomis, Sayles & Company's UAL Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of United Airlines (UAL) in Q1 2024, closing a stake of 577 shares — an estimated $24K sold.

Loomis, Sayles & Company first reported a position in UAL in Q1 2014 and held it in 17 quarters. The position peaked at $32.7M in Q4 2015. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 577 United Airlines shares in Q1 2024, an estimated $24K.
  • Loomis, Sayles & Company first reported a position in United Airlines in Q1 2014 and held it in 17 quarters.
  • Loomis, Sayles & Company's United Airlines position peaked at $32.7M in Q4 2015.
  • 636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.