Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Skywest SKYW Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-391
Closed -$40.3K – 1451
2025
Q2 		$40.3K Buy
+391
New +$37.2K ﹤0.01% 875
2018
Q4 		– Sell
-1,895
Closed -$109K – 696
2018
Q3 		$109K Sell
1,895
-27
-1% -$1.6K 0.02% 417
2018
Q2 		$100K Sell
1,922
-9
-0.5% -$503 0.02% 462
2018
Q1 		$105K Buy
+1,931
New +$107K 0.02% 436

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Mount Yale Investment Advisors's SKYW Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Skywest (SKYW) in Q3 2025, closing a stake of 391 shares — an estimated $40.3K sold.

Mount Yale Investment Advisors first reported a position in SKYW in Q1 2018 and held it in 4 quarters. The position peaked at $109K in Q3 2018. 394 funds tracked by Wall St. Rank hold SKYW as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Skywest position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 391 Skywest shares in Q3 2025, an estimated $40.3K.
  • Mount Yale Investment Advisors first reported a position in Skywest in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Skywest position peaked at $109K in Q3 2018.
  • 394 funds tracked by Wall St. Rank held Skywest as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.