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Berman Capital Advisors’s Skywest SKYW Stock Holding History

Berman Capital 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
2021
Q3 		$12K Buy
247
+26
+12% +$1.13K ﹤0.01% 1131
2021
Q2 		$9K Hold
221
– – ﹤0.01% 1175
2021
Q1 		$12K Hold
221
– – ﹤0.01% 971
2020
Q4 		$8K Hold
221
– – ﹤0.01% 1013
2020
Q3 		$6K Sell
221
-23
-9% -$716 ﹤0.01% 986
2020
Q2 		$7K Buy
+244
New +$7.22K ﹤0.01% 900

Other funds holding SKYW

BlackRock
BlackRock New York $5.72T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's SKYW Position: Q3 2021 in Review

Berman Capital Advisors increased its Skywest (SKYW) stake by 12% in Q3 2021, buying an estimated $1.13K and bringing the position to 247 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Berman Capital Advisors first reported a position in SKYW in Q2 2020 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold SKYW as of Q3 2021.

  • Berman Capital Advisors held 247 shares of Skywest worth $12K as of Q3 2021.
  • Berman Capital Advisors bought 26 Skywest shares in Q3 2021, an estimated $1.13K.
  • Skywest made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1131 holding.
  • Berman Capital Advisors first reported a position in Skywest in Q2 2020 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Skywest as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.