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Orion Portfolio Solutions’s United Airlines UAL Stock Holding History

Orion Portfolio Solutions’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 		$269K Sell
3,889
-3,790
-49% -$358K ﹤0.01% 1676
2024
Q4 		$746K Buy
7,679
+3,855
+101% +$326K 0.01% 1197
2024
Q3 		$218K Buy
+3,824
New +$177K ﹤0.01% 1671
2024
Q2 		– Sell
-20,597
Closed -$986K – 1804
2024
Q1 		$986K Buy
20,597
+132
+0.6% +$5.66K 0.01% 990
2023
Q4 		$878K Sell
20,465
-15,886
-44% -$625K 0.01% 1005
2023
Q3 		$1.54M Buy
+36,351
New +$1.84M 0.02% 726
2020
Q3 		– Sell
-860
Closed -$30K – 1933
2020
Q2 		$30K Buy
860
+592
+221% +$17.8K ﹤0.01% 837
2020
Q1 		$8K Sell
268
-137
-34% -$9.06K ﹤0.01% 1169
2019
Q4 		$36K Buy
+405
New +$36.4K ﹤0.01% 620

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