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Steward Financial Group’s United Airlines UAL Stock Holding History

Steward Financial Group’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
Q3 		$8K Sell
197
-12
-6% -$607 ﹤0.01% 469
2023
Q2 		$11K Buy
+209
New +$9.87K ﹤0.01% 360
2022
Q3 		– Sell
-12
Closed – – 1235
2022
Q2 		$0 Buy
+12
New +$527 ﹤0.01% 1380

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 $127B AUM 44.11% 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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Steward Financial Group's UAL Position: Q3 2023 in Review

Steward Financial Group reduced its United Airlines (UAL) stake by 5.7% in Q3 2023, selling an estimated $607 and leaving 197 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Steward Financial Group first reported a position in UAL in Q2 2022 and has held it in 3 quarters since. The position peaked at $11K in Q2 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Steward Financial Group held 197 shares of United Airlines worth $8K as of Q3 2023.
  • Steward Financial Group sold 12 United Airlines shares in Q3 2023, an estimated $607.
  • United Airlines made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #469 holding.
  • Steward Financial Group first reported a position in United Airlines in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's United Airlines position peaked at $11K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.