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Caldwell Investment Management’s FTAI Aviation FTAI Stock Holding History

Caldwell Investment Management’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,500
Closed -$695K – 36
2024
Q4 		$695K Sell
5,500
-8,800
-62% -$1.3M 0.47% 33
2024
Q3 		$1.85M Hold
14,300
– – 1.3% 14
2024
Q2 		$1.47M Hold
14,300
– – 1.11% 21
2024
Q1 		$961K Buy
14,300
+6,100
+74% +$335K 0.72% 30
2023
Q4 		$381K Buy
+8,200
New +$327K 0.29% 30

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Caldwell Investment Management's FTAI Position: Q1 2025 in Review

Caldwell Investment Management sold out of FTAI Aviation (FTAI) in Q1 2025, closing a stake of 5,500 shares — an estimated $695K sold.

Caldwell Investment Management first reported a position in FTAI in Q4 2023 and held it in 5 quarters. The position peaked at $1.85M in Q3 2024. 417 funds tracked by Wall St. Rank hold FTAI as of Q1 2025.

  • Caldwell Investment Management reported no remaining FTAI Aviation position as of Q1 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 5,500 FTAI Aviation shares in Q1 2025, an estimated $695K.
  • Caldwell Investment Management first reported a position in FTAI Aviation in Q4 2023 and held it in 5 quarters.
  • Caldwell Investment Management's FTAI Aviation position peaked at $1.85M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2025.

Based on Caldwell Investment Management's 13F filing for Q1 2025, filed 13 May 2025.