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Hldgs shares owned by Phoenix Holdings

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

Historical chart of Phoenix Holdings investment in Hldgs

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

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Quarterly reported holdings in Hldgs by Phoenix Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $975k 10k 96.50
2025-06-30 $1.0M 13k 79.63
2023-12-31 $1.9M 42k 46.48
2023-09-30 $1.6M 38k 42.30
2023-06-30 $756k 14k 54.87