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Lee Financial’s American Airlines Group AAL Stock Holding History

Lee 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
2024
Q1 		– Sell
-63
Closed -$866 – 145
2023
Q4 		$866 Sell
63
-51
-45% -$640 ﹤0.01% 804
2023
Q3 		$1.46K Hold
114
– – ﹤0.01% 739
2023
Q2 		$2.05K Sell
114
-67
-37% -$982 ﹤0.01% 657
2023
Q1 		$2.67K Buy
181
+118
+187% +$1.84K ﹤0.01% 619
2022
Q4 		$801 Sell
63
-880
-93% -$11.9K ﹤0.01% 782
2022
Q3 		$11K Sell
943
-50
-5% -$697 ﹤0.01% 413
2022
Q2 		$13K Sell
993
-50
-5% -$833 ﹤0.01% 399
2022
Q1 		$19K Sell
1,043
-10,565
-91% -$180K ﹤0.01% 343
2021
Q4 		$208K Buy
11,608
+207
+2% +$3.97K 0.04% 141
2021
Q3 		$234K Sell
11,401
-59
-0.5% -$1.2K 0.05% 128
2021
Q2 		$243K Buy
11,460
+79
+0.7% +$1.79K 0.05% 129
2021
Q1 		$272K Sell
11,381
-50
-0.4% -$964 0.06% 118
2020
Q4 		$180K Hold
11,431
– – 0.05% 121
2020
Q3 		$140K Buy
11,431
+100
+0.9% +$1.25K 0.04% 132
2020
Q2 		$148K Hold
11,331
– – 0.04% 134
2020
Q1 		$138K Buy
11,331
+10,440
+1,172% +$238K 0.05% 121
2019
Q4 		$26K Buy
891
+880
+8,000% +$25.1K 0.01% 238
2019
Q3 		$0 Hold
11
– – ﹤0.01% 509
2019
Q2 		$0 Hold
11
– – ﹤0.01% 518
2019
Q1 		$0 Buy
+11
New +$370 ﹤0.01% 510
2018
Q2 		– Sell
-150
Closed -$8K – 774
2018
Q1 		$8K Buy
+150
New +$8.04K ﹤0.01% 517

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
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lee Financial's AAL Position: Q1 2024 in Review

Lee Financial sold out of American Airlines Group (AAL) in Q1 2024, closing a stake of 63 shares — an estimated $866 sold.

Lee Financial first reported a position in AAL in Q1 2018 and held it in 21 quarters. The position peaked at $272K in Q1 2021. 600 funds tracked by Wall St. Rank hold AAL as of Q1 2024.

  • Lee Financial reported no remaining American Airlines Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 63 American Airlines Group shares in Q1 2024, an estimated $866.
  • Lee Financial first reported a position in American Airlines Group in Q1 2018 and held it in 21 quarters.
  • Lee Financial's American Airlines Group position peaked at $272K in Q1 2021.
  • 600 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.