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Hldgs shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Hldgs

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All positions including Hldgs held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 35k 111.82
2025-09-30 $2.7M 28k 96.50
2025-06-30 $1.5M 19k 79.63
2025-03-31 $393k 5.7k 69.05
2017-06-30 $204k 2.7k 75.08

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Hldgs

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

View all funds holding Hldgs