Oppenheimer & Co’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,750
Closed -$267K 1665
2024
Q4
$267K Buy
+2,750
New +$232K ﹤0.01% 1326
2023
Q3
Sell
-6,953
Closed -$382K 1467
2023
Q2
$382K Sell
6,953
-6,092
-47% -$288K 0.01% 1073
2023
Q1
$577K Sell
13,045
-1,382
-10% -$66.2K 0.01% 887
2022
Q4
$544K Sell
14,427
-936
-6% -$38K 0.01% 886
2022
Q3
$500K Sell
15,363
-1,806
-11% -$67.2K 0.01% 898
2022
Q2
$608K Buy
17,169
+1,478
+9% +$64.9K 0.01% 848
2022
Q1
$727K Sell
15,691
-3,734
-19% -$162K 0.01% 869
2021
Q4
$851K Buy
19,425
+696
+4% +$32.3K 0.01% 847
2021
Q3
$891K Buy
18,729
+2,120
+13% +$99.9K 0.02% 783
2021
Q2
$869K Buy
+16,609
New +$921K 0.02% 806
2021
Q1
Sell
-9,798
Closed -$424K 1503
2020
Q4
$424K Sell
9,798
-5,690
-37% -$230K 0.01% 957
2020
Q3
$538K Sell
15,488
-536
-3% -$18.5K 0.01% 783
2020
Q2
$555K Buy
16,024
+4,943
+45% +$148K 0.01% 771
2020
Q1
$350K Buy
11,081
+3,492
+46% +$231K 0.01% 849
2019
Q4
$669K Buy
7,589
+156
+2% +$14K 0.02% 741
2019
Q3
$657K Buy
7,433
+953
+15% +$84.2K 0.02% 707
2019
Q2
$568K Hold
6,480
0.02% 764
2019
Q1
$517K Sell
6,480
-111
-2% -$9.37K 0.01% 809
2018
Q4
$552K Buy
6,591
+111
+2% +$9.75K 0.02% 693
2018
Q3
$577K Sell
6,480
-700
-10% -$57.7K 0.01% 811
2018
Q2
$501K Sell
7,180
-3,550
-33% -$247K 0.01% 865
2018
Q1
$745K Sell
10,730
-10,651
-50% -$736K 0.02% 713
2017
Q4
$1.44M Sell
21,381
-1,703
-7% -$106K 0.04% 494
2017
Q3
$1.41M Buy
23,084
+2,190
+10% +$146K 0.04% 495
2017
Q2
$1.57M Sell
20,894
-115,441
-85% -$8.72M 0.04% 455
2017
Q1
$9.63M Sell
136,335
-65,796
-33% -$4.76M 0.27% 84
2016
Q4
$14.7M Sell
202,131
-43,724
-18% -$2.79M 0.43% 51
2016
Q3
$12.9M Buy
245,855
+3,984
+2% +$192K 0.38% 63
2016
Q2
$9.93M Sell
241,871
-25,867
-10% -$1.22M 0.3% 75
2016
Q1
$16M Buy
267,738
+983
+0.4% +$52.2K 0.49% 38
2015
Q4
$15.3M Sell
266,755
-6,115
-2% -$353K 0.45% 46
2015
Q3
$14.5M Buy
272,870
+111,756
+69% +$6.3M 0.44% 42
2015
Q2
$8.54M Sell
161,114
-124,937
-44% -$7.23M 0.24% 94
2015
Q1
$19.2M Buy
286,051
+21,035
+8% +$1.43M 0.52% 34
2014
Q4
$17.7M Buy
265,016
+12,445
+5% +$689K 0.51% 36
2014
Q3
$11.8M Buy
252,571
+2,878
+1% +$134K 0.35% 53
2014
Q2
$10.3M Sell
249,693
-1,929
-0.8% -$83.1K 0.31% 66
2014
Q1
$11.2M Sell
251,622
-16,734
-6% -$753K 0.34% 59
2013
Q4
$10.2M Buy
268,356
+54,956
+26% +$1.92M 0.32% 59
2013
Q3
$6.55M Buy
213,400
+2,250
+1% +$72.4K 0.23% 108
2013
Q2
$6.61M Buy
+211,150
New +$6.72M 0.26% 101

Other funds holding UAL

Oppenheimer & Co's UAL Position: Q1 2025 in Review

Oppenheimer & Co sold out of United Airlines (UAL) in Q1 2025, closing a stake of 2,750 shares — an estimated $267K sold.

Oppenheimer & Co first reported a position in UAL in Q2 2013 and held it in 41 quarters. The position peaked at $19.2M in Q1 2015. 847 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Oppenheimer & Co reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 2,750 United Airlines shares in Q1 2025, an estimated $267K.
  • Oppenheimer & Co first reported a position in United Airlines in Q2 2013 and held it in 41 quarters.
  • Oppenheimer & Co's United Airlines position peaked at $19.2M in Q1 2015.
  • 847 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.