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Bell Investment Advisors’s Skywest SKYW Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-5
Closed -$504 – 1935
2025
Q3 		$504 Sell
5
-6
-55% -$670 ﹤0.01% 1763
2025
Q2 		$1.13K Sell
11
-6
-35% -$570 ﹤0.01% 1553
2025
Q1 		$1.49K Buy
17
+6
+55% +$614 ﹤0.01% 1423
2024
Q4 		$1.1K Hold
11
– – ﹤0.01% 1551
2024
Q3 		$936 Sell
11
-8
-42% -$628 ﹤0.01% 1612
2024
Q2 		$1.56K Hold
19
– – ﹤0.01% 1459
2024
Q1 		$1.31K Buy
19
+7
+58% +$415 ﹤0.01% 1515
2023
Q4 		$627 Hold
12
– – ﹤0.01% 1742
2023
Q3 		$504 Buy
+12
New +$503 ﹤0.01% 1795
2021
Q4 		– Sell
-27
Closed -$1K – 1930
2021
Q3 		$1K Buy
+27
New +$1.18K ﹤0.01% 1559

Other funds holding SKYW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return