RFG Advisory’s United Airlines UAL Stock Holding History

RFG Advisory’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	–	Sell	-2,080	Closed	-$202K	–	898
2024 Q4	$202K	Buy	+2,080	New	+$176K	0.01%	745

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RFG Advisory's UAL Position: Q1 2025 in Review

RFG Advisory sold out of United Airlines (UAL) in Q1 2025, closing a stake of 2,080 shares — an estimated $202K sold.

RFG Advisory first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

RFG Advisory reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
RFG Advisory sold 2,080 United Airlines shares in Q1 2025, an estimated $202K.
RFG Advisory first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
RFG Advisory's United Airlines position peaked at $202K in Q4 2024.
848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on RFG Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.