Diversified Trust’s Skywest SKYW Stock Holding History

Diversified Trust’s Portfolio SKYW Stock Details SKYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy	11,796 +1,283	+12%	+$126K	0.02%	434
2025 Q4	$1.06M	Sell	10,513 -1,539	-13%	-$154K	0.02%	422
2025 Q3	$1.21M	Buy	12,052 +791	+7%	+$88.4K	0.02%	371
2025 Q2	$1.16M	Buy	11,261 +440	+4%	+$41.8K	0.03%	346
2025 Q1	$945K	Buy	10,821 +6,224	+135%	+$637K	0.02%	379
2024 Q4	$460K	Buy	+4,597	New	+$469K	0.01%	621
2023 Q1	–	Sell	-15,808	Closed	-$261K	–	915
2022 Q4	$261K	Sell	15,808 -4,885	-24%	-$85.6K	0.01%	634
2022 Q3	$336K	Buy	20,693 +10,633	+106%	+$225K	0.02%	505
2022 Q2	$214K	Buy	10,060 +2,968	+42%	+$77.9K	0.01%	660
2022 Q1	$205K	Sell	7,092 -10	-0.1%	-$327	0.01%	747
2021 Q4	$279K	Buy	7,102 +221	+3%	+$9.88K	0.01%	662
2021 Q3	$340K	Sell	6,881 -3,155	-31%	-$137K	0.01%	539
2021 Q2	$432K	Hold	10,036	–	–	0.02%	443
2021 Q1	$547K	Sell	10,036 -1,033	-9%	-$50.9K	0.02%	347
2020 Q4	$446K	Buy	11,069 +3,572	+48%	+$130K	0.02%	377
2020 Q3	$224K	Buy	+7,497	New	+$234K	0.01%	545

Other funds holding SKYW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

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

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return