Hldgs shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Hldgs held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Hldgs by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0k | 21 | 96.52 |
| 2025-06-30 | $1.7k | 21 | 79.62 |
| 2025-03-31 | $1.4k | 21 | 69.05 |
| 2024-12-31 | $1.5k | 15 | 97.13 |
| 2024-09-30 | $1.2k | 21 | 57.05 |
| 2024-06-30 | $876 | 18 | 48.67 |
| 2024-03-31 | $862 | 18 | 47.89 |
| 2023-12-31 | $743 | 18 | 41.28 |