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Turtle Creek Wealth Advisors’s United Airlines UAL Stock Holding History

Turtle Creek Wealth Advisors’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
Q2 		– Sell
-8,000
Closed -$383K – 216
2024
Q1 		$383K Hold
8,000
– – 0.09% 101
2023
Q4 		$330K Buy
+8,000
New +$315K 0.1% 112

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Turtle Creek Wealth Advisors's UAL Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of United Airlines (UAL) in Q2 2024, closing a stake of 8,000 shares — an estimated $383K sold.

Turtle Creek Wealth Advisors first reported a position in UAL in Q4 2023 and held it in 2 quarters. The position peaked at $383K in Q1 2024. 669 funds tracked by Wall St. Rank hold UAL as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining United Airlines position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 8,000 United Airlines shares in Q2 2024, an estimated $383K.
  • Turtle Creek Wealth Advisors first reported a position in United Airlines in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's United Airlines position peaked at $383K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held United Airlines as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.