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Hldgs shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-03-31 $897 13 69.08
2024-12-31 $923k 9.5k 97.10
2023-09-30 $576k 14k 42.30
2023-06-30 $747k 14k 54.87
2023-03-31 $713k 16k 44.25
2018-12-31 $3.6M 40k 89.05
2017-06-30 $472k 6.3k 75.20
2017-03-31 $2.7M 39k 70.64

More positions owned by USA Financial Portformulas

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Financials ETF U.s. Finls Etf (IYF)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)

View all positions for USA Financial Portformulas

Top funds holding Hldgs

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

View all funds holding Hldgs