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Retirement Group’s United Airlines UAL Stock Holding History

Retirement 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
2024
Q1 		$3.5K Sell
73
-9
-11% -$386 ﹤0.01% 604
2023
Q4 		$3.38K Hold
82
– – ﹤0.01% 579
2023
Q3 		$3.47K Hold
82
– – ﹤0.01% 520
2023
Q2 		$4.5K Sell
82
-150
-65% -$7.08K ﹤0.01% 522
2023
Q1 		$10K Buy
232
+50
+27% +$2.4K ﹤0.01% 399
2022
Q4 		$7K Buy
182
+162
+810% +$6.57K ﹤0.01% 407
2022
Q3 		$1K Sell
20
-264
-93% -$9.82K ﹤0.01% 453
2022
Q2 		$10K Buy
284
+32
+13% +$1.4K ﹤0.01% 444
2022
Q1 		$12K Buy
252
+23
+10% +$997 ﹤0.01% 434
2021
Q4 		$10K Hold
229
– – ﹤0.01% 448
2021
Q3 		$11K Hold
229
– – 0.01% 375
2021
Q2 		$12K Buy
229
+4
+2% +$222 0.01% 389
2021
Q1 		$13K Buy
225
+71
+46% +$3.47K 0.01% 448
2020
Q4 		$6K Buy
154
+3
+2% +$121 ﹤0.01% 490
2020
Q3 		$5K Hold
151
– – ﹤0.01% 494
2020
Q2 		$5K Buy
+151
New +$4.53K ﹤0.01% 458

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 $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Retirement Group's UAL Position: Q1 2024 in Review

Retirement Group reduced its United Airlines (UAL) stake by 11% in Q1 2024, selling an estimated $386 and leaving 73 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Retirement Group first reported a position in UAL in Q2 2020 and has held it in 16 quarters since. The position peaked at $13K in Q1 2021. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

  • Retirement Group held 73 shares of United Airlines worth $3.5K as of Q1 2024.
  • Retirement Group sold 9 United Airlines shares in Q1 2024, an estimated $386.
  • United Airlines made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #604 holding.
  • Retirement Group first reported a position in United Airlines in Q2 2020 and has held it in 16 quarters since.
  • Retirement Group's United Airlines position peaked at $13K in Q1 2021.
  • 636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.