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Rockbridge Investment Management’s United Airlines UAL Stock Holding History

Rockbridge Investment Management’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 		– Sell
-78
Closed -$3.22K – 587
2023
Q4 		$3.22K Buy
+78
New +$3.07K ﹤0.01% 514
2022
Q3 		– Sell
-78
Closed -$2.76K – 557
2022
Q2 		$2.76K Sell
78
-250
-76% -$11K ﹤0.01% 517
2022
Q1 		$15K Sell
328
-1,350
-80% -$58.5K ﹤0.01% 445
2021
Q4 		$73K Buy
1,678
+6
+0.4% +$278 0.01% 294
2021
Q3 		$80K Sell
1,672
-1,550
-48% -$73K 0.01% 260
2021
Q2 		$168K Buy
3,222
+1,104
+52% +$61.2K 0.03% 169
2021
Q1 		$122K Buy
2,118
+2,000
+1,695% +$97.7K 0.02% 188
2020
Q4 		$5K Hold
118
– – ﹤0.01% 575
2020
Q3 		$4K Buy
118
+73
+162% +$2.52K ﹤0.01% 546
2020
Q2 		$2K Buy
+45
New +$1.35K ﹤0.01% 575

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 $3.38T AUM 44.17% 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

Rockbridge Investment Management's UAL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of United Airlines (UAL) in Q1 2024, closing a stake of 78 shares — an estimated $3.22K sold.

Rockbridge Investment Management first reported a position in UAL in Q2 2020 and held it in 10 quarters. The position peaked at $168K in Q2 2021. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 78 United Airlines shares in Q1 2024, an estimated $3.22K.
  • Rockbridge Investment Management first reported a position in United Airlines in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's United Airlines position peaked at $168K in Q2 2021.
  • 636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.