Asset Dedication LLC’s Skywest SKYW Stock Holding History

Asset Dedication LLC’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 Q2	–	Sell	-329	Closed	-$23K	–	1218
2024 Q1	$23K	Hold	329	–	–	﹤0.01%	569
2023 Q4	$17K	Hold	329	–	–	﹤0.01%	607
2023 Q3	$14K	Hold	329	–	–	﹤0.01%	631
2023 Q2	$13K	Hold	329	–	–	﹤0.01%	634
2023 Q1	$7K	Hold	329	–	–	﹤0.01%	702
2022 Q4	$5K	Hold	329	–	–	﹤0.01%	769
2022 Q3	$5K	Buy	+329	New	+$6.97K	﹤0.01%	721
2022 Q2	–	Sell	-329	Closed	-$9K	–	905
2022 Q1	$9K	Hold	329	–	–	﹤0.01%	670
2021 Q4	$13K	Hold	329	–	–	﹤0.01%	614
2021 Q3	$16K	Hold	329	–	–	﹤0.01%	612
2021 Q2	$14K	Hold	329	–	–	﹤0.01%	573
2021 Q1	$18K	Hold	329	–	–	﹤0.01%	443
2020 Q4	$13K	Hold	329	–	–	﹤0.01%	523
2020 Q3	$10K	Hold	329	–	–	﹤0.01%	532
2020 Q2	$11K	Buy	+329	New	+$9.74K	﹤0.01%	446
2020 Q1	–	Sell	-21	Closed	-$1K	–	790
2019 Q4	$1K	Buy	+21	New	+$1.28K	﹤0.01%	751

Other funds holding SKYW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return