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Hldgs shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $383k 8.0k 47.88
2023-12-31 $330k 8.0k 41.26

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
Citadel Advisors
Susquehanna International
Bank of America Corporation
Nomura Holdings
Parallax Volatility Advisers
Dimensional Fund Advisors
Newport Trust
UBS Group
D. E. Shaw & Co
Millennium Management
LSV Asset Management
U.S. Global Investors
Point72 Asset Management

View all funds holding Hldgs