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Hldgs shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 692 47.88
2022-03-31 $1.0k 14 71.43
2021-06-30 $12k 221 54.30
2021-03-31 $13k 221 58.82

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View all positions for GoalVest Advisory

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
BlackRock
Citadel Advisors
Susquehanna International
Geode Capital Management
Millennium Management
Morgan Stanley
Bank of America Corporation
Par Capital Management
Parallax Volatility Advisers
Dimensional Fund Advisors
FMR
Candlestick Capital Management
Newport Trust

View all funds holding Hldgs