JWM
AL

Jeppson Wealth Management’s Air Lease Corp AL Stock Holding History

Jeppson Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,000
Closed -$59K – 145
2020
Q3 		$59K Buy
+2,000
New +$58.9K 0.05% 207

Other funds holding AL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jeppson Wealth Management's AL Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Air Lease Corp (AL) in Q4 2020, closing a stake of 2,000 shares — an estimated $59K sold.

Jeppson Wealth Management first reported a position in AL in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 273 funds tracked by Wall St. Rank hold AL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Air Lease Corp position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,000 Air Lease Corp shares in Q4 2020, an estimated $59K.
  • Jeppson Wealth Management first reported a position in Air Lease Corp in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Air Lease Corp position peaked at $59K in Q3 2020.
  • 273 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.