Jeremy Grantham's UAL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 209,658 shares of United Airlines Holdings, Inc. (UAL) worth $23.44 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in UAL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 225,190 shares. Largest reduction occurred in Q1 2014, reducing 125,834 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's United Airlines Holdings (UAL) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Airlines Holdings (UAL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,959 | Add 0.94% | 209,658 | $111.82 |
| Q3 2025 | -27,305 | Reduce 11.62% | 207,699 | $96.50 |
| Q2 2025 | +225,190 | Add 2294.58% | 235,004 | $79.63 |
| Q1 2025 | +9,814 | New Buy | 9,814 | $69.05 |
| Q1 2016 | -4,527 | Sold Out | 0 | $0.00 |
| Q4 2015 | -109 | Reduce 2.35% | 4,527 | $57.21 |
| Q3 2015 | +129 | Add 2.86% | 4,636 | $53.06 |
| Q2 2015 | +1,207 | Add 36.58% | 4,507 | $53.03 |
| Q1 2015 | -900 | Reduce 21.43% | 3,300 | $67.27 |
| Q4 2014 | -103,580 | Reduce 96.10% | 4,200 | $66.90 |
| Q3 2014 | -20,620 | Reduce 16.06% | 107,780 | $46.79 |
| Q2 2014 | -6,700 | Reduce 4.96% | 128,400 | $41.07 |
| Q1 2014 | -125,834 | Reduce 48.22% | 135,100 | $44.63 |
| Q4 2013 | +79,345 | Add 43.69% | 260,934 | $37.83 |
| Q3 2013 | -17,511 | Reduce 8.80% | 181,589 | $30.71 |
| Q2 2013 | +199,100 | Add 0.00% | 199,100 | $31.29 |
Jeremy Grantham's United Airlines Holdings Investment FAQs
Jeremy Grantham first purchased United Airlines Holdings, Inc. (UAL) in Q2 2013, acquiring 199,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held United Airlines Holdings, Inc. (UAL) for 16 quarters since Q2 2013.
Jeremy Grantham's largest addition to United Airlines Holdings, Inc. (UAL) was in Q2 2025, adding 235,004 shares worth $18.71 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 209,658 shares of United Airlines Holdings, Inc. (UAL), valued at approximately $23.44 M.
As of the Q4 2025 filing, United Airlines Holdings, Inc. (UAL) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in United Airlines Holdings, Inc. (UAL) was 260,934 shares, as reported at the end of Q4 2013.