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Oakworth Capital’s United Airlines UAL Stock Holding History

Oakworth Capital’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
2021
Q4 		– Sell
-105
Closed -$5K – 600
2021
Q3 		$5K Buy
+105
New +$4.95K ﹤0.01% 517
2016
Q1 		– Sell
-1,050
Closed -$60K – 589
2015
Q4 		$60K Hold
1,050
– – 0.03% 179
2015
Q3 		$56K Hold
1,050
– – 0.03% 143
2015
Q2 		$59K Hold
1,050
– – 0.03% 145
2015
Q1 		$63K Hold
1,050
– – 0.03% 170
2014
Q4 		$70K Hold
1,050
– – 0.04% 158
2014
Q3 		$50K Hold
1,050
– – 0.03% 135
2014
Q2 		$43K Hold
1,050
– – 0.03% 146
2014
Q1 		$47K Hold
1,050
– – 0.03% 137
2013
Q4 		$40K Buy
+1,050
New +$36.8K 0.03% 135

Other funds holding UAL

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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
State Street
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USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return