Halpern Financial’s American Airlines Group AAL Stock Holding History

Halpern Financial’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
2022 Q4	–	Sell	-44	Closed	-$530	–	198
2022 Q3	$530	Buy	+44	New	+$613	﹤0.01%	190

Other funds holding AAL

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Halpern Financial's AAL Position: Q4 2022 in Review

Halpern Financial sold out of American Airlines Group (AAL) in Q4 2022, closing a stake of 44 shares — an estimated $530 sold.

Halpern Financial first reported a position in AAL in Q3 2022 and held it in 1 quarter. The position peaked at $530 in Q3 2022. 571 funds tracked by Wall St. Rank hold AAL as of Q4 2022.

Halpern Financial reported no remaining American Airlines Group position as of Q4 2022 after selling out during the quarter.
Halpern Financial sold 44 American Airlines Group shares in Q4 2022, an estimated $530.
Halpern Financial first reported a position in American Airlines Group in Q3 2022 and held it in 1 quarter.
Halpern Financial's American Airlines Group position peaked at $530 in Q3 2022.
571 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.