Burney Company’s Skywest SKYW Stock Holding History

Burney Company’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
2023 Q2	–	Sell	-13,711	Closed	-$304K	–	589
2023 Q1	$304K	Sell	13,711 -3,952	-22%	-$77.3K	0.02%	483
2022 Q4	$292K	Sell	17,663 -1,289	-7%	-$22.6K	0.01%	482
2022 Q3	$308K	Sell	18,952 -5,756	-23%	-$122K	0.02%	473
2022 Q2	$525K	Sell	24,708 -13,669	-36%	-$359K	0.03%	405
2022 Q1	$1.11M	Sell	38,377 -9,472	-20%	-$309K	0.05%	315
2021 Q4	$1.88M	Sell	47,849 -7,425	-13%	-$332K	0.08%	247
2021 Q3	$2.73M	Sell	55,274 -23,754	-30%	-$1.03M	0.13%	187
2021 Q2	$3.4M	Sell	79,028 -1,839	-2%	-$90.7K	0.16%	167
2021 Q1	$4.41M	Sell	80,867 -2,362	-3%	-$116K	0.22%	133
2020 Q4	$3.35M	Sell	83,229 -21,978	-21%	-$803K	0.18%	152
2020 Q3	$3.14M	Sell	105,207 -420	-0.4%	-$13.1K	0.19%	152
2020 Q2	$3.45M	Buy	105,627 +27,281	+35%	+$807K	0.22%	130
2020 Q1	$2.05M	Sell	78,346 -4,576	-6%	-$223K	0.16%	161
2019 Q4	$5.36M	Buy	82,922 +2,974	+4%	+$181K	0.3%	109
2019 Q3	$4.59M	Buy	79,948 +904	+1%	+$53.1K	0.27%	112
2019 Q2	$4.8M	Buy	79,044 +184	+0.2%	+$10.9K	0.29%	111
2019 Q1	$4.28M	Buy	78,860 +65,965	+512%	+$3.38M	0.27%	122
2018 Q4	$573K	Buy	12,895 +1,155	+10%	+$59.7K	0.04%	291
2018 Q3	$691K	Buy	11,740 +7,335	+167%	+$434K	0.04%	290
2018 Q2	$229K	Buy	+4,405	New	+$246K	0.01%	406

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

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

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

American Century Companies

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