FORA Capital’s Skywest SKYW Stock Holding History

FORA Capital’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
2023 Q4	–	Sell	-12,469	Closed	-$523K	–	628
2023 Q3	$523K	Buy	+12,469	New	+$523K	0.05%	325
2021 Q2	–	Sell	-1,203	Closed	-$66K	–	1119
2021 Q1	$66K	Buy	+1,203	New	+$59.3K	0.02%	499
2020 Q2	–	Sell	-2,779	Closed	-$73K	–	1269
2020 Q1	$73K	Buy	2,779 +404	+17%	+$19.7K	0.02%	686
2019 Q4	$153K	Buy	+2,375	New	+$145K	0.02%	679

Other funds holding SKYW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FORA Capital's SKYW Position: Q4 2023 in Review

FORA Capital sold out of Skywest (SKYW) in Q4 2023, closing a stake of 12,469 shares — an estimated $523K sold.

FORA Capital first reported a position in SKYW in Q4 2019 and held it in 4 quarters. The position peaked at $523K in Q3 2023. 226 funds tracked by Wall St. Rank hold SKYW as of Q4 2023.

FORA Capital reported no remaining Skywest position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 12,469 Skywest shares in Q4 2023, an estimated $523K.
FORA Capital first reported a position in Skywest in Q4 2019 and held it in 4 quarters.
FORA Capital's Skywest position peaked at $523K in Q3 2023.
226 funds tracked by Wall St. Rank held Skywest as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.