UAL — UNITED AIRLS HLDGS INC COM

Ownership history in Halpern Financial, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in UNITED AIRLS HLDGS INC COM (UAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q2)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2024 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 ADDED 1,250 +1,150 +1150.0% 0.02% $61K $48.66
2023 Q4 INITIATED 100 — — 0.00% $4K —
% of Fund (quarterly)    UAL price (monthly, adj. close)

Other funds also holding UAL

As of 2025 Q4 — sorted by position size

PAR CAPITAL MANAGEMENT INC 3Y 7Y 14.47% Senator Investment Group LP 3Y 7Y 14.03% CLEARFIELD CAPITAL MANAGEMENT LP 3Y 7Y 11.73% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 10.09% U S GLOBAL INVESTORS INC 3Y 7Y 9.48% BWCP, LP 3Y 7.05% Avala Global LP 3Y 5.77% GMT CAPITAL CORP 3Y 7Y 5.37% Encompass Capital Advisors LLC 3Y 7Y 5.33% Candlestick Capital Management LP 3Y 5.24%
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