Shaker Investments’s United Airlines UAL Stock Holding History

Shaker Investments’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
2023 Q4	–	Sell	-57,098	Closed	-$2.42M	–	91
2023 Q3	$2.42M	Sell	57,098 -436	-0.8%	-$22K	1.33%	29
2023 Q2	$3.16M	Buy	+57,534	New	+$2.72M	1.61%	20
2016 Q1	–	Sell	-14,840	Closed	-$850K	–	77
2015 Q4	$850K	Sell	14,840 -9,360	-39%	-$540K	0.7%	40
2015 Q3	$1.28M	Sell	24,200 -2,490	-9%	-$140K	1.01%	25
2015 Q2	$1.42M	Sell	26,690 -8,930	-25%	-$517K	0.99%	27
2015 Q1	$2.4M	Sell	35,620 -14,450	-29%	-$979K	1.6%	17
2014 Q4	$3.35M	Buy	50,070 +9,000	+22%	+$498K	2.26%	12
2014 Q3	$1.92M	Sell	41,070 -190	-0.5%	-$8.82K	1.31%	26
2014 Q2	$1.7M	Sell	41,260 -32,040	-44%	-$1.38M	1.1%	30
2014 Q1	$3.27M	Buy	+73,300	New	+$3.3M	2.02%	17

Other funds holding UAL

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Shaker Investments's UAL Position: Q4 2023 in Review

Shaker Investments sold out of United Airlines (UAL) in Q4 2023, closing a stake of 57,098 shares — an estimated $2.42M sold.

Shaker Investments first reported a position in UAL in Q1 2014 and held it in 10 quarters. The position peaked at $3.35M in Q4 2014. 630 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

Shaker Investments reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
Shaker Investments sold 57,098 United Airlines shares in Q4 2023, an estimated $2.42M.
Shaker Investments first reported a position in United Airlines in Q1 2014 and held it in 10 quarters.
Shaker Investments's United Airlines position peaked at $3.35M in Q4 2014.
630 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Shaker Investments's 13F filing for Q4 2023, filed 29 Jan 2024.