West Oak Capital’s Skywest SKYW Stock Holding History

West Oak Capital’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 Q1	–	Sell	-50	Closed	-$1K	–	331
2022 Q4	$1K	Buy	+50	New	+$876	﹤0.01%	275
2021 Q4	–	Sell	-15	Closed	-$1K	–	392
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	358
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	348
2021 Q1	$1K	Buy	+15	New	+$739	﹤0.01%	333

Other funds holding SKYW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Oak Capital's SKYW Position: Q1 2023 in Review

West Oak Capital sold out of Skywest (SKYW) in Q1 2023, closing a stake of 50 shares — an estimated $1K sold.

West Oak Capital first reported a position in SKYW in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2022. 178 funds tracked by Wall St. Rank hold SKYW as of Q1 2023.

West Oak Capital reported no remaining Skywest position as of Q1 2023 after selling out during the quarter.
West Oak Capital sold 50 Skywest shares in Q1 2023, an estimated $1K.
West Oak Capital first reported a position in Skywest in Q1 2021 and held it in 4 quarters.
West Oak Capital's Skywest position peaked at $1K in Q4 2022.
178 funds tracked by Wall St. Rank held Skywest as of Q1 2023.

Based on West Oak Capital's 13F filing for Q1 2023, filed 21 Apr 2023.