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Summa Corp’s United Airlines UAL Stock Holding History

Summa Corp’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
Q4 		– Sell
-6,700
Closed -$382K – 67
2024
Q3 		$382K Hold
6,700
– – 0.18% 49
2024
Q2 		$326K Hold
6,700
– – 0.16% 50
2024
Q1 		$321K Hold
6,700
– – 0.18% 52
2023
Q4 		$276K Buy
+6,700
New +$263K 0.19% 54

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summa Corp's UAL Position: Q4 2024 in Review

Summa Corp sold out of United Airlines (UAL) in Q4 2024, closing a stake of 6,700 shares — an estimated $382K sold.

Summa Corp first reported a position in UAL in Q4 2023 and held it in 4 quarters. The position peaked at $382K in Q3 2024. 858 funds tracked by Wall St. Rank hold UAL as of Q4 2024.

  • Summa Corp reported no remaining United Airlines position as of Q4 2024 after selling out during the quarter.
  • Summa Corp sold 6,700 United Airlines shares in Q4 2024, an estimated $382K.
  • Summa Corp first reported a position in United Airlines in Q4 2023 and held it in 4 quarters.
  • Summa Corp's United Airlines position peaked at $382K in Q3 2024.
  • 858 funds tracked by Wall St. Rank held United Airlines as of Q4 2024.

Based on Summa Corp's 13F filing for Q4 2024, filed 23 Jan 2025.