AIA
AAL icon

Affinity Investment Advisors’s American Airlines Group AAL Stock Holding History

Affinity Investment Advisors’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,034
Closed -$141K – 176
2023
Q3 		$141K Sell
11,034
-3,346
-23% -$51.9K 0.09% 180
2023
Q2 		$258K Buy
+14,380
New +$211K 0.15% 176
2018
Q2 		– Sell
-31,040
Closed -$1.61M – 182
2018
Q1 		$1.61M Buy
+31,040
New +$1.66M 0.19% 93

Other funds holding AAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Affinity Investment Advisors's AAL Position: Q4 2023 in Review

Affinity Investment Advisors sold out of American Airlines Group (AAL) in Q4 2023, closing a stake of 11,034 shares — an estimated $141K sold.

Affinity Investment Advisors first reported a position in AAL in Q1 2018 and held it in 3 quarters. The position peaked at $1.61M in Q1 2018. 572 funds tracked by Wall St. Rank hold AAL as of Q4 2023.

  • Affinity Investment Advisors reported no remaining American Airlines Group position as of Q4 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 11,034 American Airlines Group shares in Q4 2023, an estimated $141K.
  • Affinity Investment Advisors first reported a position in American Airlines Group in Q1 2018 and held it in 3 quarters.
  • Affinity Investment Advisors's American Airlines Group position peaked at $1.61M in Q1 2018.
  • 572 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2023.

Based on Affinity Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.