WAM
SKYW icon

Wakefield Asset Management’s Skywest SKYW Stock Holding History

Wakefield Asset Management’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
2026
Q1 		$989K Buy
10,775
+126
+1% +$12.4K 0.26% 128
2025
Q4 		$1.07M Buy
10,649
+35
+0.3% +$3.5K 0.29% 114
2025
Q3 		$1.07M Buy
10,614
+32
+0.3% +$3.58K 0.29% 110
2025
Q2 		$1.09M Buy
+10,582
New +$1.01M 0.3% 109
2020
Q1 		– Sell
-8,816
Closed -$570K – 201
2019
Q4 		$570K Sell
8,816
-88
-1% -$5.36K 0.24% 106
2019
Q3 		$511K Buy
8,904
+221
+3% +$13K 0.22% 117
2019
Q2 		$527K Sell
8,683
-2,656
-23% -$157K 0.21% 110
2019
Q1 		$616K Buy
11,339
+3,078
+37% +$158K 0.22% 89
2018
Q4 		$367K Buy
8,261
+2,438
+42% +$126K 0.16% 117
2018
Q3 		$343K Buy
+5,823
New +$345K 0.13% 91

Other funds holding SKYW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return