VIA
UAL icon

Virtus Investment Advisers’s United Airlines UAL Stock Holding History

Virtus Investment Advisers’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
Q3 		– Sell
-20,317
Closed -$1.62M – 475
2025
Q2 		$1.62M Buy
20,317
+6,958
+52% +$513K 0.55% 39
2025
Q1 		$922K Buy
+13,359
New +$1.26M 0.25% 170
2018
Q1 		– Sell
-4,049
Closed -$273K – 407
2017
Q4 		$273K Sell
4,049
-25,589
-86% -$1.6M 0.03% 361
2017
Q3 		$1.8M Buy
29,638
+543
+2% +$36.2K 0.19% 158
2017
Q2 		$2.19M Sell
29,095
-4,849
-14% -$366K 0.21% 141
2017
Q1 		$2.4M Buy
33,944
+24,006
+242% +$1.74M 0.21% 147
2016
Q4 		$724K Buy
9,938
+6,806
+217% +$434K 0.06% 314
2016
Q3 		$164K Buy
+3,132
New +$151K 0.01% 456

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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