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Symmetry Partners’s United Airlines UAL Stock Holding History

Symmetry 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 		– Sell
-6,121
Closed -$298K – 475
2024
Q2 		$298K Hold
6,121
– – 0.02% 409
2024
Q1 		$293K Hold
6,121
– – 0.02% 429
2023
Q4 		$257K Sell
6,121
-35,567
-85% -$1.4M 0.01% 436
2023
Q3 		$1.76M Sell
41,688
-7,917
-16% -$400K 0.1% 104
2023
Q2 		$2.72M Buy
49,605
+37,465
+309% +$1.77M 0.14% 74
2023
Q1 		$537K Buy
+12,140
New +$582K 0.03% 304
2021
Q4 		– Sell
-6,167
Closed -$314K – 646
2021
Q3 		$314K Hold
6,167
– – 0.02% 542
2021
Q2 		$322K Buy
6,167
+709
+13% +$39.3K 0.02% 552
2021
Q1 		$314K Sell
5,458
-14
-0.3% -$684 0.02% 544
2020
Q4 		$237K Sell
5,472
-1,953
-26% -$79K 0.02% 564
2020
Q3 		$258K Buy
+7,425
New +$257K 0.02% 524
2020
Q1 		– Sell
-3,234
Closed -$285K – 358
2019
Q4 		$285K Sell
3,234
-4,888
-60% -$439K 0.06% 260
2019
Q3 		$718K Sell
8,122
-1,257
-13% -$111K 0.15% 92
2019
Q2 		$821K Hold
9,379
– – 0.17% 91
2019
Q1 		$748K Buy
9,379
+1,854
+25% +$156K 0.13% 101
2018
Q4 		$630K Buy
+7,525
New +$661K 0.16% 84

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