VitalStone Financial’s United Airlines UAL Stock Holding History

VitalStone Financial’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	$5.99K	Sell	105 -20	-16%	-$926	﹤0.01%	305
2024 Q2	$6.08K	Hold	125	–	–	﹤0.01%	309
2024 Q1	$6K	Sell	125 -20	-14%	-$857	﹤0.01%	328
2023 Q4	$6K	Hold	145	–	–	﹤0.01%	328
2023 Q3	$6K	Sell	145 -425	-75%	-$21.5K	0.01%	300
2023 Q2	$25K	Sell	570 -8,091	-93%	-$382K	0.01%	482
2023 Q1	$380K	Buy	8,661 +8,071	+1,368%	+$387K	0.31%	54
2022 Q4	$23K	Buy	+590	New	+$23.9K	0.02%	251

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VitalStone Financial's UAL Position: Q3 2024 in Review

VitalStone Financial reduced its United Airlines (UAL) stake by 16% in Q3 2024, selling an estimated $926 and leaving 105 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

VitalStone Financial first reported a position in UAL in Q4 2022 and has held it in 8 quarters since. The position peaked at $380K in Q1 2023. 653 funds tracked by Wall St. Rank hold UAL as of Q3 2024.

VitalStone Financial held 105 shares of United Airlines worth $5.99K as of Q3 2024.
VitalStone Financial sold 20 United Airlines shares in Q3 2024, an estimated $926.
United Airlines made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #305 holding.
VitalStone Financial first reported a position in United Airlines in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's United Airlines position peaked at $380K in Q1 2023.
653 funds tracked by Wall St. Rank held United Airlines as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.