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Hldgs shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 2.8k 96.50
2024-09-30 $78k 1.4k 57.06

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Apple (AAPL)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance Advisors

Top funds holding Hldgs

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Goldman Sachs Group
Par Capital Management
UBS Group

View all funds holding Hldgs