Signature Estate & Investment Advisors’s United Airlines UAL Stock Holding History

Signature Estate & 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	–	Sell	-3,091	Closed	-$300K	–	582
2024 Q4	$300K	Buy	+3,091	New	+$261K	0.01%	419
2016 Q1	–	Sell	-4,177	Closed	-$239K	–	132
2015 Q4	$239K	Sell	4,177 -1,804	-30%	-$104K	0.04%	97
2015 Q3	$317K	Sell	5,981 -1,799	-23%	-$101K	0.07%	82
2015 Q2	$412K	Sell	7,780 -155,019	-95%	-$8.97M	0.09%	66
2015 Q1	$10.9M	Buy	162,799 +12,893	+9%	+$874K	2.89%	7
2014 Q4	$10M	Buy	149,906 +4,443	+3%	+$246K	3.33%	6
2014 Q3	$6.81M	Buy	145,463 +15,382	+12%	+$714K	2.43%	17
2014 Q2	$5.34M	Buy	130,081 +72,246	+125%	+$3.11M	1.88%	25
2014 Q1	$2.58M	Buy	+57,835	New	+$2.6M	1.01%	30

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Estate & Investment Advisors's UAL Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of United Airlines (UAL) in Q1 2025, closing a stake of 3,091 shares — an estimated $300K sold.

Signature Estate & Investment Advisors first reported a position in UAL in Q1 2014 and held it in 9 quarters. The position peaked at $10.9M in Q1 2015. 847 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

Signature Estate & Investment Advisors reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,091 United Airlines shares in Q1 2025, an estimated $300K.
Signature Estate & Investment Advisors first reported a position in United Airlines in Q1 2014 and held it in 9 quarters.
Signature Estate & Investment Advisors's United Airlines position peaked at $10.9M in Q1 2015.
847 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.