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RPG Investment Advisory’s United Airlines UAL Stock Holding History

RPG Investment 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
Q2 		– Sell
-3,240
Closed -$224K – 99
2025
Q1 		$224K Buy
+3,240
New +$306K 0.02% 91
2021
Q4 		– Sell
-1,520
Closed -$72K – 306
2021
Q3 		$72K Hold
1,520
– – 0.01% 120
2021
Q2 		$79K Hold
1,520
– – 0.01% 116
2021
Q1 		$87K Hold
1,520
– – 0.02% 112
2020
Q4 		$66K Buy
1,520
+50
+3% +$2.02K 0.01% 104
2020
Q3 		$51K Buy
1,470
+320
+28% +$11.1K 0.01% 99
2020
Q2 		$40K Buy
+1,150
New +$34.5K 0.01% 105

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return