TSWM
UAL icon

Tyler-Stone Wealth Management’s United Airlines UAL Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-19
Closed -$925 – 896
2024
Q2 		$925 Hold
19
– – ﹤0.01% 913
2024
Q1 		$910 Hold
19
– – ﹤0.01% 903
2023
Q4 		$784 Hold
19
– – ﹤0.01% 875
2023
Q3 		$1K Hold
19
– – ﹤0.01% 891
2023
Q2 		$1K Buy
+19
New +$897 ﹤0.01% 874
2022
Q4 		$1K Hold
19
– – ﹤0.01% 843
2022
Q3 		$1K Hold
19
– – ﹤0.01% 839
2022
Q2 		$1K Hold
19
– – ﹤0.01% 841
2022
Q1 		$1K Hold
19
– – ﹤0.01% 816
2021
Q4 		$1K Buy
+19
New +$881 ﹤0.01% 898

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tyler-Stone Wealth Management's UAL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of United Airlines (UAL) in Q3 2024, closing a stake of 19 shares — an estimated $925 sold.

Tyler-Stone Wealth Management first reported a position in UAL in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2023. 653 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining United Airlines position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 19 United Airlines shares in Q3 2024, an estimated $925.
  • Tyler-Stone Wealth Management first reported a position in United Airlines in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's United Airlines position peaked at $1K in Q3 2023.
  • 653 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.