Sweet Financial Partners’s United Airlines UAL Stock Holding History

Sweet Financial Partners’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 Q3	$544K	Sell	9,542 -6	-0.1%	-$278	0.12%	122
2024 Q2	$465K	Sell	9,548 -355	-4%	-$17.9K	0.11%	124
2024 Q1	$474K	Sell	9,903 -3	-0%	-$129	0.11%	129
2023 Q4	$409K	Sell	9,906 -2	-0%	-$79	0.1%	134
2023 Q3	$419K	Hold	9,908	–	–	0.11%	117
2023 Q2	$544K	Buy	9,908 +352	+4%	+$16.6K	0.14%	101
2023 Q1	$423K	Sell	9,556 -3,225	-25%	-$155K	0.12%	113
2022 Q4	$482K	Buy	12,781 +34	+0.3%	+$1.38K	0.14%	106
2022 Q3	$415K	Sell	12,747 -30	-0.2%	-$1.12K	0.13%	102
2022 Q2	$453K	Sell	12,777 -915	-7%	-$40.2K	0.14%	94
2022 Q1	$635K	Buy	13,692 +2,955	+28%	+$128K	0.17%	77
2021 Q4	$470K	Buy	+10,737	New	+$498K	0.2%	73

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sweet Financial Partners's UAL Position: Q3 2024 in Review

Sweet Financial Partners reduced its United Airlines (UAL) stake by 0.06% in Q3 2024, selling an estimated $278 and leaving 9,542 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #122.

Sweet Financial Partners first reported a position in UAL in Q4 2021 and has held it in 12 quarters since. The position peaked at $635K in Q1 2022. 653 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

Sweet Financial Partners held 9,542 shares of United Airlines worth $544K as of Q3 2024.
Sweet Financial Partners sold 6 United Airlines shares in Q3 2024, an estimated $278.
United Airlines made up 0.12% of Sweet Financial Partners's portfolio in Q3 2024, its #122 holding.
Sweet Financial Partners first reported a position in United Airlines in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's United Airlines position peaked at $635K in Q1 2022.
653 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.