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Summit Securities Group’s Skywest SKYW Stock Holding History

Summit Securities Group’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
2023
Q3 		– Sell
-1
Closed – – 972
2023
Q2 		$0 Hold
1
– – ﹤0.01% 1078
2023
Q1 		$0 Sell
1
-999
-100% -$19.5K ﹤0.01% 1248
2022
Q4 		$17K Sell
1,000
-2,000
-67% -$35K ﹤0.01% 935
2022
Q3 		$49K Hold
3,000
– – ﹤0.01% 623
2022
Q2 		$64K Buy
+3,000
New +$78.8K 0.01% 497

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Summit Securities Group's SKYW Position: Q3 2023 in Review

Summit Securities Group sold out of Skywest (SKYW) in Q3 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in SKYW in Q2 2022 and held it in 5 quarters. The position peaked at $64K in Q2 2022. 202 funds tracked by Wall St. Rank hold SKYW as of Q3 2023.

  • Summit Securities Group reported no remaining Skywest position as of Q3 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 Skywest share in Q3 2023.
  • Summit Securities Group first reported a position in Skywest in Q2 2022 and held it in 5 quarters.
  • Summit Securities Group's Skywest position peaked at $64K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Skywest as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.