Simplicity Solutions’s United Airlines UAL Stock Holding History

Simplicity Solutions’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	$346K	Sell	8,376 -1,007	-11%	-$39.6K	0.01%	790
2023 Q3	$397K	Sell	9,383 -1,284	-12%	-$64.9K	0.01%	667
2023 Q2	$585K	Sell	10,667 -4,966	-32%	-$234K	0.02%	617
2023 Q1	$692K	Buy	+15,633	New	+$749K	0.02%	597
2021 Q1	–	Sell	-64,319	Closed	-$2.78M	–	932
2020 Q4	$2.78M	Buy	64,319 +3,291	+5%	+$133K	0.04%	318
2020 Q3	$2.12M	Buy	61,028 +23,598	+63%	+$816K	0.04%	318
2020 Q2	$1.29M	Buy	37,430 +27,312	+270%	+$819K	0.03%	400
2020 Q1	$319K	Buy	10,118 +1,940	+24%	+$128K	0.01%	600
2019 Q4	$720K	Buy	8,178 +2,321	+40%	+$208K	0.02%	459
2019 Q3	$518K	Buy	5,857 +987	+20%	+$87.2K	0.02%	409
2019 Q2	$426K	Buy	+4,870	New	+$412K	0.02%	397
2016 Q1	–	Sell	-7,380	Closed	-$423K	–	500
2015 Q4	$423K	Buy	+7,380	New	+$426K	0.05%	482

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

Simplicity Solutions's UAL Position: Q4 2023 in Review

Simplicity Solutions reduced its United Airlines (UAL) stake by 11% in Q4 2023, selling an estimated $39.6K and leaving 8,376 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #790.

Simplicity Solutions first reported a position in UAL in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.78M in Q4 2020. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

Simplicity Solutions held 8,376 shares of United Airlines worth $346K as of Q4 2023.
Simplicity Solutions sold 1,007 United Airlines shares in Q4 2023, an estimated $39.6K.
United Airlines made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #790 holding.
Simplicity Solutions first reported a position in United Airlines in Q4 2015 and has held it in 12 quarters since.
Simplicity Solutions's United Airlines position peaked at $2.78M in Q4 2020.
629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

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