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Hldgs shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 20 57.05
2024-06-30 $928 20 46.40

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares National Muni Bond Etf Etf (MUB)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Avantis International Small Cap Value Etf Etf (AVDV)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)

View all positions for Morton Brown Family Wealth

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Citadel Advisors
Susquehanna International
State Street Corporation
Sanders Capital
Geode Capital Management
Capital World Investors
Morgan Stanley
Invesco
Slate Path Capital
Dimensional Fund Advisors

View all funds holding Hldgs