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Watershed Asset Management’s United Airlines UAL Stock Holding History

Watershed Asset 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
2023
Q4 		$270K Buy
6,537
+375
+6% +$14.7K 0.31% 102
2023
Q3 		$261K Buy
6,162
+707
+13% +$35.7K 0.31% 70
2023
Q2 		$299K Buy
+5,455
New +$258K 0.37% 32

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Watershed Asset Management's UAL Position: Q4 2023 in Review

Watershed Asset Management increased its United Airlines (UAL) stake by 6.1% in Q4 2023, buying an estimated $14.7K and bringing the position to 6,537 shares worth $270K. The position accounts for 0.31% of the portfolio, ranked #102.

Watershed Asset Management first reported a position in UAL in Q2 2023 and has held it in 3 quarters since. The position peaked at $299K in Q2 2023. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Watershed Asset Management held 6,537 shares of United Airlines worth $270K as of Q4 2023.
  • Watershed Asset Management bought 375 United Airlines shares in Q4 2023, an estimated $14.7K.
  • United Airlines made up 0.31% of Watershed Asset Management's portfolio in Q4 2023, its #102 holding.
  • Watershed Asset Management first reported a position in United Airlines in Q2 2023 and has held it in 3 quarters since.
  • Watershed Asset Management's United Airlines position peaked at $299K in Q2 2023.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.