Neo Ivy Capital Management’s United Airlines UAL Stock Holding History

Neo Ivy 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 Q3	–	Sell	-15,366	Closed	-$1.22M	–	540
2025 Q2	$1.22M	Buy	+15,366	New	+$1.13M	0.39%	91
2024 Q3	–	Sell	-59,332	Closed	-$2.89M	–	398
2024 Q2	$2.89M	Buy	+59,332	New	+$2.99M	0.57%	94
2023 Q4	–	Sell	-28,472	Closed	-$1.2M	–	455
2023 Q3	$1.2M	Buy	+28,472	New	+$1.44M	0.53%	52
2022 Q4	–	Sell	-2,404	Closed	-$78K	–	544
2022 Q3	$78K	Sell	2,404 -993	-29%	-$36.9K	0.21%	177
2022 Q2	$120K	Sell	3,397 -577	-15%	-$25.3K	0.32%	116
2022 Q1	$184K	Buy	3,974 +3,186	+404%	+$138K	0.17%	222
2021 Q4	$34K	Sell	788 -441	-36%	-$20.5K	0.05%	326
2021 Q3	$43K	Buy	+1,229	New	+$57.9K	0.05%	336
2020 Q3	–	Sell	-1,229	Closed	-$43K	–	628
2020 Q2	$43K	Buy	+1,229	New	+$36.9K	0.05%	336
2019 Q2	–	Sell	-9,302	Closed	-$742K	–	409
2019 Q1	$742K	Buy	9,302 +2,876	+45%	+$243K	0.42%	107
2018 Q4	$538K	Buy	+6,426	New	+$564K	0.42%	106

Other funds holding UAL

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 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 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