CT
AAL icon

Caldwell Trust’s American Airlines Group AAL Stock Holding History

Caldwell Trust’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$1.27K – 729
2022
Q4 		$1.27K Hold
100
– – ﹤0.01% 710
2022
Q3 		$1.2K Hold
100
– – ﹤0.01% 706
2022
Q2 		$1.27K Hold
100
– – ﹤0.01% 725
2022
Q1 		$1.82K Hold
100
– – ﹤0.01% 718
2021
Q4 		$1.8K Hold
100
– – ﹤0.01% 713
2021
Q3 		$2.05K Hold
100
– – ﹤0.01% 702
2021
Q2 		$2.12K Hold
100
– – ﹤0.01% 712
2021
Q1 		$2.39K Hold
100
– – ﹤0.01% 695
2020
Q4 		$1.58K Hold
100
– – ﹤0.01% 705
2020
Q3 		$1.23K Hold
100
– – ﹤0.01% 708
2020
Q2 		$1.31K Buy
+100
New +$1.21K ﹤0.01% 739

Other funds holding AAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return