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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neo Ivy Capital Management's UAL Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of United Airlines (UAL) in Q3 2025, closing a stake of 15,366 shares — an estimated $1.22M sold.

Neo Ivy Capital Management first reported a position in UAL in Q4 2018 and held it in 11 quarters. The position peaked at $2.89M in Q2 2024. 914 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

Neo Ivy Capital Management reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 15,366 United Airlines shares in Q3 2025, an estimated $1.22M.
Neo Ivy Capital Management first reported a position in United Airlines in Q4 2018 and held it in 11 quarters.
Neo Ivy Capital Management's United Airlines position peaked at $2.89M in Q2 2024.
914 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.