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LVM Capital Management’s United Airlines UAL Stock Holding History

LVM Capital Management’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
Q1 		– Sell
-10,605
Closed -$1.03M – 157
2024
Q4 		$1.03M Buy
+10,605
New +$897K 0.11% 70

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LVM Capital Management's UAL Position: Q1 2025 in Review

LVM Capital Management sold out of United Airlines (UAL) in Q1 2025, closing a stake of 10,605 shares — an estimated $1.03M sold.

LVM Capital Management first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $1.03M in Q4 2024. 847 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • LVM Capital Management reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
  • LVM Capital Management sold 10,605 United Airlines shares in Q1 2025, an estimated $1.03M.
  • LVM Capital Management first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
  • LVM Capital Management's United Airlines position peaked at $1.03M in Q4 2024.
  • 847 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on LVM Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.