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Stephens Consulting’s United Airlines UAL Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-8
Closed -$638 – 1114
2025
Q2 		$638 Buy
+8
New +$589 ﹤0.01% 833
2024
Q4 		– Sell
-121
Closed -$6.91K – 541
2024
Q3 		$6.91K Sell
121
-765
-86% -$35.4K ﹤0.01% 372
2024
Q2 		$43.1K Hold
886
– – 0.01% 196
2024
Q1 		$42.4K Hold
886
– – 0.01% 190
2023
Q4 		$36.6K Hold
886
– – 0.01% 206
2023
Q3 		$37.5K Hold
886
– – 0.02% 194
2023
Q2 		$48.6K Hold
886
– – 0.02% 169
2023
Q1 		$39.2K Hold
886
– – 0.02% 194
2022
Q4 		$33.4K Hold
886
– – 0.02% 200
2022
Q3 		$28.8K Buy
886
+600
+210% +$22.3K 0.03% 219
2022
Q2 		$10.1K Sell
286
-865
-75% -$38K 0.01% 323
2022
Q1 		$53.4K Buy
1,151
+1,030
+851% +$44.7K 0.04% 179
2021
Q4 		$5.3K Buy
+121
New +$5.61K ﹤0.01% 473

Other funds holding UAL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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