WIS
UAL icon

Wright Investors Service’s United Airlines UAL Stock Holding History

Wright Investors Service’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 		– Sell
-7,813
Closed -$330K – 159
2023
Q3 		$330K Sell
7,813
-378
-5% -$19.1K 0.1% 135
2023
Q2 		$449K Sell
8,191
-533
-6% -$25.2K 0.13% 128
2023
Q1 		$386K Buy
+8,724
New +$418K 0.11% 138
2020
Q1 		– Sell
-3,564
Closed -$314K – 147
2019
Q4 		$314K Sell
3,564
-35
-1% -$3.14K 0.11% 128
2019
Q3 		$318K Buy
+3,599
New +$318K 0.11% 136

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wright Investors Service's UAL Position: Q4 2023 in Review

Wright Investors Service sold out of United Airlines (UAL) in Q4 2023, closing a stake of 7,813 shares — an estimated $330K sold.

Wright Investors Service first reported a position in UAL in Q3 2019 and held it in 5 quarters. The position peaked at $449K in Q2 2023. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2023.

  • Wright Investors Service reported no remaining United Airlines position as of Q4 2023 after selling out during the quarter.
  • Wright Investors Service sold 7,813 United Airlines shares in Q4 2023, an estimated $330K.
  • Wright Investors Service first reported a position in United Airlines in Q3 2019 and held it in 5 quarters.
  • Wright Investors Service's United Airlines position peaked at $449K in Q2 2023.
  • 629 funds tracked by Wall St. Rank held United Airlines as of Q4 2023.

Based on Wright Investors Service's 13F filing for Q4 2023, filed 31 Jan 2024.