PG
UAL icon

Pendal Group’s United Airlines UAL Stock Holding History

Pendal Group’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
2022
Q4 		– Sell
-7,810
Closed -$254K – 533
2022
Q3 		$254K Buy
+7,810
New +$291K ﹤0.01% 413
2020
Q2 		– Sell
-43,913
Closed -$1.39M – 510
2020
Q1 		$1.39M Sell
43,913
-71,416
-62% -$4.72M 0.02% 188
2019
Q4 		$10.2M Sell
115,329
-27,621
-19% -$2.48M 0.13% 82
2019
Q3 		$12.6M Buy
142,950
+131,235
+1,120% +$11.6M 0.16% 67
2019
Q2 		$1.03M Buy
11,715
+689
+6% +$58.3K 0.01% 275
2019
Q1 		$880K Sell
11,026
-18,508
-63% -$1.56M 0.01% 312
2018
Q4 		$2.47M Buy
29,534
+18,286
+163% +$1.61M 0.04% 171
2018
Q3 		$1M Sell
11,248
-2,411
-18% -$199K 0.01% 289
2018
Q2 		$952K Sell
13,659
-8,740
-39% -$607K 0.01% 304
2018
Q1 		$1.56M Buy
+22,399
New +$1.55M 0.02% 272
2017
Q4 		– Sell
-211,265
Closed -$12.8M – 490
2017
Q3 		$12.8M Sell
211,265
-23,470
-10% -$1.56M 0.17% 101
2017
Q2 		$17.7M Buy
+234,735
New +$17.7M 0.26% 75

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group's UAL Position: Q4 2022 in Review

Pendal Group sold out of United Airlines (UAL) in Q4 2022, closing a stake of 7,810 shares — an estimated $254K sold.

Pendal Group first reported a position in UAL in Q2 2017 and held it in 12 quarters. The position peaked at $17.7M in Q2 2017. 575 funds tracked by Wall St. Rank hold UAL as of Q4 2022.

  • Pendal Group reported no remaining United Airlines position as of Q4 2022 after selling out during the quarter.
  • Pendal Group sold 7,810 United Airlines shares in Q4 2022, an estimated $254K.
  • Pendal Group first reported a position in United Airlines in Q2 2017 and held it in 12 quarters.
  • Pendal Group's United Airlines position peaked at $17.7M in Q2 2017.
  • 575 funds tracked by Wall St. Rank held United Airlines as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.