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Evergreen Private Wealth’s American Airlines Group AAL Stock Holding History

Evergreen Private Wealth’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
2024
Q4 		– Sell
-200
Closed -$2.25K – 199
2024
Q3 		$2.25K Hold
200
– – ﹤0.01% 184
2024
Q2 		$2.27K Hold
200
– – ﹤0.01% 190
2024
Q1 		$3.07K Hold
200
– – ﹤0.01% 190
2023
Q4 		$2.75K Buy
+200
New +$2.51K ﹤0.01% 196

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Evergreen Private Wealth's AAL Position: Q4 2024 in Review

Evergreen Private Wealth sold out of American Airlines Group (AAL) in Q4 2024, closing a stake of 200 shares — an estimated $2.25K sold.

Evergreen Private Wealth first reported a position in AAL in Q4 2023 and held it in 4 quarters. The position peaked at $3.07K in Q1 2024. 585 funds tracked by Wall St. Rank hold AAL as of Q4 2024.

  • Evergreen Private Wealth reported no remaining American Airlines Group position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 200 American Airlines Group shares in Q4 2024, an estimated $2.25K.
  • Evergreen Private Wealth first reported a position in American Airlines Group in Q4 2023 and held it in 4 quarters.
  • Evergreen Private Wealth's American Airlines Group position peaked at $3.07K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.