USA Financial Formulas’s Skywest SKYW Stock Holding History

USA Financial Formulas’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 Q1	–	Sell	-1,180	Closed	-$118K	–	362
2024 Q4	$118K	Buy	1,180 +459	+64%	+$46.9K	0.02%	201
2024 Q3	$61.3K	Sell	721 -490	-40%	-$38.4K	0.01%	206
2024 Q2	$99.4K	Sell	1,211 -528	-30%	-$39.4K	0.02%	186
2024 Q1	$120K	Buy	+1,739	New	+$103K	0.02%	188
2018 Q3	–	Sell	-6,753	Closed	-$367K	–	393
2018 Q2	$367K	Hold	6,753	–	–	0.09%	207
2018 Q1	$367K	Buy	+6,753	New	+$373K	0.09%	208
2017 Q1	–	Sell	-15,253	Closed	-$556K	–	326
2016 Q4	$556K	Sell	15,253 -984	-6%	-$33K	0.14%	119
2016 Q3	$429K	Sell	16,237 -19,472	-55%	-$541K	0.11%	168
2016 Q2	$945K	Buy	+35,709	New	+$816K	0.26%	83
2016 Q1	–	Sell	-32,311	Closed	-$615K	–	113
2015 Q4	$615K	Buy	32,311 +6,228	+24%	+$122K	0.25%	43
2015 Q3	$435K	Sell	26,083 -15,046	-37%	-$242K	0.28%	55
2015 Q2	$619K	Buy	+41,129	New	+$614K	0.19%	91

Other funds holding SKYW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return