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Essex Financial Services’s American Airlines Group AAL Stock Holding History

Essex Financial Services’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
2025
Q4 		– Sell
-11,582
Closed -$130K – 785
2025
Q3 		$130K Buy
+11,582
New +$143K 0.01% 736

Other funds holding AAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Essex Financial Services's AAL Position: Q4 2025 in Review

Essex Financial Services sold out of American Airlines Group (AAL) in Q4 2025, closing a stake of 11,582 shares — an estimated $130K sold.

Essex Financial Services first reported a position in AAL in Q3 2025 and held it in 1 quarter. The position peaked at $130K in Q3 2025. 556 funds tracked by Wall St. Rank hold AAL as of Q4 2025.

  • Essex Financial Services reported no remaining American Airlines Group position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 11,582 American Airlines Group shares in Q4 2025, an estimated $130K.
  • Essex Financial Services first reported a position in American Airlines Group in Q3 2025 and held it in 1 quarter.
  • Essex Financial Services's American Airlines Group position peaked at $130K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.