Trivant Custom Portfolio Group »

Hldgs shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hldgs by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 400 57.06
2024-06-30 $20k 400 48.66
2024-03-31 $19k 400 47.88
2023-12-31 $17k 400 41.26
2023-09-30 $17k 400 42.30
2023-06-30 $22k 400 54.87
2023-03-31 $18k 400 44.25

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

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