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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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $138B AUM 41.87% 1-Year Est. Return

Caldwell Trust's AAL Position: Q1 2023 in Review

Caldwell Trust sold out of American Airlines Group (AAL) in Q1 2023, closing a stake of 100 shares — an estimated $1.27K sold.

Caldwell Trust first reported a position in AAL in Q2 2020 and held it in 11 quarters. The position peaked at $2.39K in Q1 2021. 561 funds tracked by Wall St. Rank hold AAL as of Q1 2023.

  • Caldwell Trust reported no remaining American Airlines Group position as of Q1 2023 after selling out during the quarter.
  • Caldwell Trust sold 100 American Airlines Group shares in Q1 2023, an estimated $1.27K.
  • Caldwell Trust first reported a position in American Airlines Group in Q2 2020 and held it in 11 quarters.
  • Caldwell Trust's American Airlines Group position peaked at $2.39K in Q1 2021.
  • 561 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2023.

Based on Caldwell Trust's 13F filing for Q1 2023, filed 1 Oct 2025.