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Essex Investment Management’s American Airlines Group AAL Stock Holding History

Essex Investment Management’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
-59,300
Closed -$1.06M – 357
2023
Q2 		$1.06M Hold
59,300
– – 0.15% 200
2023
Q1 		$875K Sell
59,300
-29,393
-33% -$458K 0.13% 210
2022
Q4 		$1.13M Sell
88,693
-20,265
-19% -$275K 0.18% 181
2022
Q3 		$1.31M Hold
108,958
– – 0.21% 149
2022
Q2 		$1.38M Buy
108,958
+16,208
+17% +$270K 0.22% 132
2022
Q1 		$1.69M Buy
92,750
+37,135
+67% +$631K 0.21% 145
2021
Q4 		$999K Buy
55,615
+10,324
+23% +$198K 0.11% 231
2021
Q3 		$929K Hold
45,291
– – 0.11% 230
2021
Q2 		$961K Hold
45,291
– – 0.11% 234
2021
Q1 		$1.08M Sell
45,291
-17,529
-28% -$338K 0.13% 227
2020
Q4 		$991K Buy
62,820
+1,820
+3% +$25.2K 0.12% 230
2020
Q3 		$750K Buy
+61,000
New +$765K 0.11% 257
2019
Q1 		– Sell
-113,552
Closed -$3.65M – 479
2018
Q4 		$3.65M Buy
113,552
+93,955
+479% +$3.27M 0.57% 40
2018
Q3 		$810K Sell
19,597
-9,506
-33% -$371K 0.1% 261
2018
Q2 		$1.1M Sell
29,103
-38,503
-57% -$1.7M 0.14% 217
2018
Q1 		$3.51M Buy
67,606
+20,004
+42% +$1.07M 0.46% 56
2017
Q4 		$2.48M Buy
47,602
+3,814
+9% +$190K 0.33% 90
2017
Q3 		$2.08M Sell
43,788
-8,520
-16% -$412K 0.28% 112
2017
Q2 		$2.63M Buy
52,308
+27,108
+108% +$1.26M 0.38% 75
2017
Q1 		$1.07M Buy
+25,200
New +$1.14M 0.17% 178
2015
Q4 		– Sell
-65,649
Closed -$2.55M – 310
2015
Q3 		$2.55M Sell
65,649
-2,615
-4% -$107K 0.42% 55
2015
Q2 		$2.73M Buy
68,264
+987
+1% +$45K 0.41% 65
2015
Q1 		$3.55M Buy
67,277
+29,031
+76% +$1.47M 0.5% 60
2014
Q4 		$2.05M Sell
38,246
-50,940
-57% -$2.19M 0.3% 87
2014
Q3 		$3.16M Buy
89,186
+1,132
+1% +$44.5K 0.48% 61
2014
Q2 		$3.78M Sell
88,054
-141,210
-62% -$5.51M 0.56% 49
2014
Q1 		$8.39M Buy
229,264
+65,611
+40% +$2.23M 1.22% 16
2013
Q4 		$4.13M Buy
+163,653
New +$4.21M 0.58% 41

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's AAL Position: Q3 2023 in Review

Essex Investment Management sold out of American Airlines Group (AAL) in Q3 2023, closing a stake of 59,300 shares — an estimated $1.06M sold.

Essex Investment Management first reported a position in AAL in Q4 2013 and held it in 28 quarters. The position peaked at $8.39M in Q1 2014. 567 funds tracked by Wall St. Rank hold AAL as of Q3 2023.

  • Essex Investment Management reported no remaining American Airlines Group position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 59,300 American Airlines Group shares in Q3 2023, an estimated $1.06M.
  • Essex Investment Management first reported a position in American Airlines Group in Q4 2013 and held it in 28 quarters.
  • Essex Investment Management's American Airlines Group position peaked at $8.39M in Q1 2014.
  • 567 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.