Advisory Research’s Skywest SKYW Stock Holding History

Advisory Research’s Portfolio SKYW Stock Details SKYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,566	Closed	-$969K	–	293
2023 Q4	$969K	Buy	+18,566	New	+$835K	0.15%	161

Other funds holding SKYW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's SKYW Position: Q1 2024 in Review

Advisory Research sold out of Skywest (SKYW) in Q1 2024, closing a stake of 18,566 shares — an estimated $969K sold.

Advisory Research first reported a position in SKYW in Q4 2023 and held it in 1 quarter. The position peaked at $969K in Q4 2023. 248 funds tracked by Wall St. Rank hold SKYW as of Q1 2024.

Advisory Research reported no remaining Skywest position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 18,566 Skywest shares in Q1 2024, an estimated $969K.
Advisory Research first reported a position in Skywest in Q4 2023 and held it in 1 quarter.
Advisory Research's Skywest position peaked at $969K in Q4 2023.
248 funds tracked by Wall St. Rank held Skywest as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.