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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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return