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Synergy Asset Management’s United Airlines UAL Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-100
Closed -$5.71K – 790
2024
Q4 		$5.71K Buy
+100
New +$8.45K ﹤0.01% 551

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Synergy Asset Management's UAL Position: Q1 2025 in Review

Synergy Asset Management sold out of United Airlines (UAL) in Q1 2025, closing a stake of 100 shares — an estimated $5.71K sold.

Synergy Asset Management first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $5.71K in Q4 2024. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Synergy Asset Management reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 100 United Airlines shares in Q1 2025, an estimated $5.71K.
  • Synergy Asset Management first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's United Airlines position peaked at $5.71K in Q4 2024.
  • 848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.