TwinBeech Capital’s United Airlines UAL Stock Holding History

TwinBeech Capital’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	-599,736	Closed	-$58.2M	–	978
2024 Q4	$58.2M	Buy	+599,736	New	+$50.7M	1%	22
2024 Q3	–	Sell	-195,942	Closed	-$9.53M	–	904
2024 Q2	$9.53M	Buy	+195,942	New	+$9.86M	0.19%	145
2024 Q1	–	Sell	-594,146	Closed	-$24.5M	–	861
2023 Q4	$24.5M	Buy	594,146 +311,048	+110%	+$12.2M	0.4%	72
2023 Q3	$12M	Buy	283,098 +204,357	+260%	+$10.3M	0.23%	125
2023 Q2	$4.32M	Buy	+78,741	New	+$3.72M	0.09%	264
2023 Q1	–	Sell	-40,827	Closed	-$1.54M	–	898
2022 Q4	$1.54M	Sell	40,827 -608,129	-94%	-$24.7M	0.03%	467
2022 Q3	$21.1M	Buy	+648,956	New	+$24.1M	0.56%	47
2022 Q2	–	Sell	-338,777	Closed	-$15.7M	–	739
2022 Q1	$15.7M	Buy	338,777 +181,602	+116%	+$7.87M	0.69%	45
2021 Q4	$6.88M	Buy	+157,175	New	+$7.29M	0.39%	74
2020 Q1	–	Sell	-8,864	Closed	-$781K	–	480
2019 Q4	$781K	Buy	+8,864	New	+$796K	0.23%	145

Other funds holding UAL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return