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Hldgs shares owned by SMA Capital

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

Historical chart of SMA Capital investment in Hldgs

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

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Quarterly reported holdings in Hldgs by SMA Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 20k 135.99

More positions owned by SMA Capital

Ametek (AME)
IDEX Corporation (IEX)
Parker-Hannifin Corporation (PH)
Johnson Controls Internation SHS (JCI)
CRH Ord (CRH)
Packaging Corporation of America (PKG)
J.B. Hunt Transport Services (JBHT)
Itt (ITT)
Teledyne Technologies Incorporated (TDY)
CSX Corporation (CSX)
Corteva (CTVA)
Ingersoll Rand (IR)
Amphenol Corp-cl A Cl A (APH)
Union Pacific Corporation (UNP)
Nordson Corporation (NDSN)

View all positions for SMA Capital

Top funds holding Hldgs

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

View all funds holding Hldgs