Sugarloaf Wealth Management’s American Airlines Group AAL Stock Holding History

Sugarloaf Wealth Management’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 Q4	$8.71K	Hold	500	–	–	﹤0.01%	519
2024 Q3	$5.62K	Hold	500	–	–	﹤0.01%	555
2024 Q2	$5.67K	Hold	500	–	–	﹤0.01%	524
2024 Q1	$7.67K	Hold	500	–	–	﹤0.01%	506
2023 Q4	$6.87K	Hold	500	–	–	﹤0.01%	523
2023 Q3	$6.41K	Hold	500	–	–	﹤0.01%	515
2023 Q2	$8.97K	Hold	500	–	–	﹤0.01%	487
2023 Q1	$7.38K	Hold	500	–	–	﹤0.01%	506
2022 Q4	$6.36K	Hold	500	–	–	﹤0.01%	550
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	562
2022 Q2	$6K	Sell	500 -600	-55%	-$9.99K	﹤0.01%	576
2022 Q1	$20K	Hold	1,100	–	–	﹤0.01%	403
2021 Q4	$20K	Hold	1,100	–	–	﹤0.01%	428
2021 Q3	$23K	Hold	1,100	–	–	0.01%	393
2021 Q2	$23K	Hold	1,100	–	–	0.01%	390
2021 Q1	$26	Buy	+1,100	New	+$21.2K	0.01%	360

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Sugarloaf Wealth Management's AAL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its American Airlines Group (AAL) position steady in Q4 2024 at 500 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Sugarloaf Wealth Management first reported a position in AAL in Q1 2021 and has held it in 16 quarters since. The position peaked at $23K in Q3 2021. 585 funds tracked by Wall St. Rank hold AAL as of Q4 2024.

Sugarloaf Wealth Management held 500 shares of American Airlines Group worth $8.71K as of Q4 2024.
Sugarloaf Wealth Management left its American Airlines Group share count unchanged in Q4 2024.
American Airlines Group made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #519 holding.
Sugarloaf Wealth Management first reported a position in American Airlines Group in Q1 2021 and has held it in 16 quarters since.
Sugarloaf Wealth Management's American Airlines Group position peaked at $23K in Q3 2021.
585 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.