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Forum Financial Management’s Skywest SKYW Stock Holding History

Forum Financial Management’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
2025
Q1 		– Sell
-2,870
Closed -$287K – 926
2024
Q4 		$287K Buy
2,870
+201
+8% +$20.5K ﹤0.01% 642
2024
Q3 		$227K Buy
2,669
+1
+0% +$78 ﹤0.01% 662
2024
Q2 		$219K Buy
+2,668
New +$199K ﹤0.01% 631

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's SKYW Position: Q1 2025 in Review

Forum Financial Management sold out of Skywest (SKYW) in Q1 2025, closing a stake of 2,870 shares — an estimated $287K sold.

Forum Financial Management first reported a position in SKYW in Q2 2024 and held it in 3 quarters. The position peaked at $287K in Q4 2024. 357 funds tracked by Wall St. Rank hold SKYW as of Q1 2025.

  • Forum Financial Management reported no remaining Skywest position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,870 Skywest shares in Q1 2025, an estimated $287K.
  • Forum Financial Management first reported a position in Skywest in Q2 2024 and held it in 3 quarters.
  • Forum Financial Management's Skywest position peaked at $287K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Skywest as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.