Safeguard Financial’s American Airlines Group AAL Stock Holding History

Safeguard 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
2023 Q3	–	Sell	-17	Closed	-$1K	–	74
2023 Q2	$1K	Buy	+17	New	+$249	﹤0.01%	479

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Investments New York $124B AUM 33.93% 1-Year Est. Return

USGIU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Financial's AAL Position: Q3 2023 in Review

Safeguard Financial sold out of American Airlines Group (AAL) in Q3 2023, closing a stake of 17 shares — an estimated $1K sold.

Safeguard Financial first reported a position in AAL in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 566 funds tracked by Wall St. Rank hold AAL as of Q3 2023.

Safeguard Financial reported no remaining American Airlines Group position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 17 American Airlines Group shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in American Airlines Group in Q2 2023 and held it in 1 quarter.
Safeguard Financial's American Airlines Group position peaked at $1K in Q2 2023.
566 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.