XS
UAL icon

XR Securities’s United Airlines UAL Stock Holding History

XR Securities’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
Q2 		– Sell
-6,858
Closed -$324K – 463
2023
Q1 		$303K Buy
+6,858
New +$329K 0.01% 315
2022
Q1 		– Sell
-11,256
Closed -$488K – 520
2021
Q4 		$493K Buy
11,256
+545
+5% +$25.3K 0.05% 101
2021
Q3 		$510K Buy
10,711
+2,866
+37% +$135K 0.24% 87
2021
Q2 		$410K Buy
+7,845
New +$435K 0.18% 101

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XR Securities's UAL Position: Q2 2023 in Review

XR Securities sold out of United Airlines (UAL) in Q2 2023, closing a stake of 6,858 shares — an estimated $324K sold.

XR Securities first reported a position in UAL in Q2 2021 and held it in 4 quarters. The position peaked at $510K in Q3 2021. 647 funds tracked by Wall St. Rank hold UAL as of Q2 2023.

  • XR Securities reported no remaining United Airlines position as of Q2 2023 after selling out during the quarter.
  • XR Securities sold 6,858 United Airlines shares in Q2 2023, an estimated $324K.
  • XR Securities first reported a position in United Airlines in Q2 2021 and held it in 4 quarters.
  • XR Securities's United Airlines position peaked at $510K in Q3 2021.
  • 647 funds tracked by Wall St. Rank held United Airlines as of Q2 2023.

Based on XR Securities's 13F filing for Q2 2023, filed 8 Aug 2023.