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Hldgs shares owned by Clune & Associates

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Clune & Associates from 13F filings

Historical chart of Clune & Associates investment in Hldgs

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All positions including Hldgs held by Clune & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Clune & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 3.8k 96.50
2025-06-30 $300k 3.8k 79.63
2025-03-31 $253k 3.7k 69.05
2024-12-31 $356k 3.7k 97.10

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
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View all positions for Clune & Associates

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