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Schechter Investment Advisors’s United Airlines UAL Stock Holding History

Schechter Investment Advisors’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 		$314K Sell
4,552
-1,569
-26% -$148K 0.03% 464
2024
Q4 		$594K Buy
+6,121
New +$517K 0.05% 349

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's UAL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its United Airlines (UAL) stake by 26% in Q1 2025, selling an estimated $148K and leaving 4,552 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #464.

Schechter Investment Advisors first reported a position in UAL in Q4 2024 and has held it in 2 quarters since. The position peaked at $594K in Q4 2024. 847 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Schechter Investment Advisors held 4,552 shares of United Airlines worth $314K as of Q1 2025.
  • Schechter Investment Advisors sold 1,569 United Airlines shares in Q1 2025, an estimated $148K.
  • United Airlines made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #464 holding.
  • Schechter Investment Advisors first reported a position in United Airlines in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's United Airlines position peaked at $594K in Q4 2024.
  • 847 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.