Jefferies Group's UAL Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 19,657 shares of United Airlines Holdings, Inc. (UAL) worth $2.2 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in UAL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 102,294 shares. Largest reduction occurred in Q2 2024, reducing 140,458 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's United Airlines Holdings (UAL) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Airlines Holdings (UAL) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +18,867 | Add 2388.23% | 19,657 | $111.82 |
| Q3 2025 | -2,750 | Reduce 77.68% | 790 | $96.50 |
| Q2 2025 | -11,358 | Reduce 76.24% | 3,540 | $79.63 |
| Q1 2025 | +14,448 | Add 3210.67% | 14,898 | $69.05 |
| Q4 2024 | +450 | New Buy | 450 | $97.10 |
| Q3 2024 | -12,450 | Sold Out | 0 | $0.00 |
| Q2 2024 | -140,458 | Reduce 91.86% | 12,450 | $48.66 |
| Q1 2024 | +102,294 | Add 202.11% | 152,908 | $47.88 |
| Q4 2023 | -24,361 | Reduce 32.49% | 50,614 | $41.26 |
| Q3 2023 | +15,921 | Add 26.96% | 74,975 | $42.30 |
| Q2 2023 | -4,438 | Reduce 6.99% | 59,054 | $54.87 |
| Q1 2023 | +48,542 | Add 324.70% | 63,492 | $44.25 |
| Q4 2022 | +14,950 | New Buy | 14,950 | $37.70 |
Jefferies Group's United Airlines Holdings Investment FAQs
Jefferies Group first purchased United Airlines Holdings, Inc. (UAL) in Q4 2022, acquiring 14,950 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held United Airlines Holdings, Inc. (UAL) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to United Airlines Holdings, Inc. (UAL) was in Q1 2024, adding 152,908 shares worth $7.32 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 19,657 shares of United Airlines Holdings, Inc. (UAL), valued at approximately $2.2 M.
As of the Q4 2025 filing, United Airlines Holdings, Inc. (UAL) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in United Airlines Holdings, Inc. (UAL) was 152,908 shares, as reported at the end of Q1 2024.