Disciplined Investments’s American Airlines Group AAL Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-70	Closed	-$1.26K	–	109
2023 Q2	$1.26K	Sell	70 -7	-9%	-$103	﹤0.01%	864
2023 Q1	$1.14K	Buy	77 +32	+71%	+$499	﹤0.01%	903
2022 Q4	$572	Sell	45 -88	-66%	-$1.19K	﹤0.01%	1138
2022 Q3	$2K	Sell	133 -40	-23%	-$558	﹤0.01%	563
2022 Q2	$2K	Buy	173 +16	+10%	+$266	﹤0.01%	587
2022 Q1	$3K	Buy	157 +64	+69%	+$1.09K	﹤0.01%	533
2021 Q4	$2K	Hold	93	–	–	﹤0.01%	431
2021 Q3	$2K	Hold	93	–	–	﹤0.01%	384
2021 Q2	$2K	Hold	93	–	–	﹤0.01%	372
2021 Q1	$2K	Buy	+93	New	+$1.79K	﹤0.01%	325
2020 Q3	–	Sell	-1,420	Closed	-$19K	–	401
2020 Q2	$19K	Hold	1,420	–	–	0.01%	225
2020 Q1	$17K	Hold	1,420	–	–	0.02%	227
2019 Q4	$41K	Buy	+1,420	New	+$40.5K	0.03%	177

Other funds holding AAL

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

USGIU

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

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

Disciplined Investments's AAL Position: Q3 2023 in Review

Disciplined Investments sold out of American Airlines Group (AAL) in Q3 2023, closing a stake of 70 shares — an estimated $1.26K sold.

Disciplined Investments first reported a position in AAL in Q4 2019 and held it in 13 quarters. The position peaked at $41K in Q4 2019. 566 funds tracked by Wall St. Rank hold AAL as of Q3 2023.

Disciplined Investments reported no remaining American Airlines Group position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 70 American Airlines Group shares in Q3 2023, an estimated $1.26K.
Disciplined Investments first reported a position in American Airlines Group in Q4 2019 and held it in 13 quarters.
Disciplined Investments's American Airlines Group position peaked at $41K in Q4 2019.
566 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.