Capital Advisors Ltd’s Air Lease Corp AL Stock Holding History

Capital Advisors Ltd’s Portfolio AL Stock Details AL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24	Closed	-$1K	–	1267
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	1070
2023 Q2	$1K	Buy	+24	New	+$951	﹤0.01%	1075

Other funds holding AL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital Advisors Ltd's AL Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Air Lease Corp (AL) in Q4 2023, closing a stake of 24 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in AL in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 336 funds tracked by Wall St. Rank hold AL as of Q4 2023.

Capital Advisors Ltd reported no remaining Air Lease Corp position as of Q4 2023 after selling out during the quarter.
Capital Advisors Ltd sold 24 Air Lease Corp shares in Q4 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Air Lease Corp in Q2 2023 and held it in 2 quarters.
Capital Advisors Ltd's Air Lease Corp position peaked at $1K in Q3 2023.
336 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.