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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 – 558
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 $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return