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Hldgs shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Hldgs

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

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Quarterly reported holdings in Hldgs by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 133k 57.06
2024-06-30 $5.6M 114k 48.70
2024-03-31 $6.3M 131k 47.88
2023-12-31 $5.3M 127k 41.26
2023-09-30 $4.7M 110k 42.30
2023-06-30 $8.3M 152k 54.87
2023-03-31 $5.7M 130k 44.25
2022-12-31 $4.4M 118k 37.70
2022-09-30 $3.7M 114k 32.53
2022-06-30 $4.0M 114k 35.42
2022-03-31 $4.8M 104k 46.36
2021-12-31 $3.5M 81k 43.78
2021-09-30 $8.5M 179k 47.57
2021-06-30 $7.2M 138k 52.29
2021-03-31 $7.7M 134k 57.54
2020-12-31 $3.2M 74k 43.25
2020-09-30 $3.1M 90k 34.74
2020-06-30 $2.8M 80k 34.61
2020-03-31 $1.7M 55k 31.55
2019-12-31 $441k 5.0k 88.13
2019-09-30 $2.7M 30k 88.42
2019-06-30 $1.4M 16k 87.58
2019-03-31 $1.1M 14k 79.75
2018-12-31 $1.3M 16k 83.73
2018-09-30 $2.3M 26k 89.08
2018-06-30 $1.3M 19k 69.75
2018-03-31 $632k 9.1k 69.47
2017-12-31 $623k 9.2k 67.40
2017-09-30 $2.3M 38k 60.89
2017-06-30 $465k 6.2k 75.25
2017-03-31 $2.0M 28k 70.66
2016-12-31 $716k 9.8k 72.84
2016-09-30 $1.6M 31k 52.47
2016-06-30 $4.2M 102k 41.04
2016-03-31 $3.7M 62k 59.85
2015-12-31 $21M 364k 57.30
2015-09-30 $22M 413k 53.05
2015-06-30 $20M 377k 53.01
2015-03-31 $35M 516k 67.25
2014-12-31 $37M 549k 66.89
2014-09-30 $24M 515k 46.79
2014-06-30 $8.0M 194k 41.07
2013-12-31 $165k 4.4k 37.73
2013-09-30 $134k 4.4k 30.72
2012-12-31 $-389k -17k 23.39
2012-09-30 $586k 30k 19.51
2012-06-30 $493k 20k 24.34
2011-12-31 $2.0k 96 20.83