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Spartan Fund Management’s United Airlines UAL Stock Holding History

Spartan Fund Management’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
2024
Q1 		– Sell
-2,500
Closed -$103K – 133
2023
Q4 		$103K Hold
2,500
– – 0.13% 72
2023
Q3 		$106K Hold
2,500
– – 0.08% 103
2023
Q2 		$137K Hold
2,500
– – 0.07% 137
2023
Q1 		$111K Hold
2,500
– – 0.05% 168
2022
Q4 		$94K Hold
2,500
– – 0.03% 222
2022
Q3 		$81K Hold
2,500
– – 0.02% 285
2022
Q2 		$89K Buy
+2,500
New +$110K 0.02% 336

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 $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Spartan Fund Management's UAL Position: Q1 2024 in Review

Spartan Fund Management sold out of United Airlines (UAL) in Q1 2024, closing a stake of 2,500 shares — an estimated $103K sold.

Spartan Fund Management first reported a position in UAL in Q2 2022 and held it in 7 quarters. The position peaked at $137K in Q2 2023. 636 funds tracked by Wall St. Rank hold UAL as of Q1 2024.

  • Spartan Fund Management reported no remaining United Airlines position as of Q1 2024 after selling out during the quarter.
  • Spartan Fund Management sold 2,500 United Airlines shares in Q1 2024, an estimated $103K.
  • Spartan Fund Management first reported a position in United Airlines in Q2 2022 and held it in 7 quarters.
  • Spartan Fund Management's United Airlines position peaked at $137K in Q2 2023.
  • 636 funds tracked by Wall St. Rank held United Airlines as of Q1 2024.

Based on Spartan Fund Management's 13F filing for Q1 2024, filed 23 Apr 2024.