Winch Advisory Services’s American Airlines Group AAL Stock Holding History

Winch Advisory Services’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
2023 Q3	–	Sell	-98	Closed	-$2K	–	416
2023 Q2	$2K	Hold	98	–	–	﹤0.01%	347
2023 Q1	$1K	Hold	98	–	–	﹤0.01%	373
2022 Q4	$1K	Hold	98	–	–	﹤0.01%	356
2022 Q3	$1K	Sell	98 -272	-74%	-$3.79K	﹤0.01%	344
2022 Q2	$5K	Sell	370 -305	-45%	-$5.08K	﹤0.01%	276
2022 Q1	$12K	Sell	675 -370	-35%	-$6.29K	﹤0.01%	235
2021 Q4	$19K	Hold	1,045	–	–	0.01%	209
2021 Q3	$21K	Hold	1,045	–	–	0.01%	203
2021 Q2	$22K	Hold	1,045	–	–	0.01%	185
2021 Q1	$25K	Hold	1,045	–	–	0.01%	164
2020 Q4	$16K	Hold	1,045	–	–	0.01%	178
2020 Q3	$13K	Hold	1,045	–	–	0.01%	175
2020 Q2	$14K	Buy	1,045 +305	+41%	+$3.7K	0.01%	164
2020 Q1	$9K	Buy	+740	New	+$16.9K	﹤0.01%	173
2015 Q2	–	Sell	-29,435	Closed	-$1.55M	–	281
2015 Q1	$1.55M	Buy	+29,435	New	+$1.49M	0.91%	29

Other funds holding AAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

Winch Advisory Services's AAL Position: Q3 2023 in Review

Winch Advisory Services sold out of American Airlines Group (AAL) in Q3 2023, closing a stake of 98 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in AAL in Q1 2015 and held it in 15 quarters. The position peaked at $1.55M in Q1 2015. 565 funds tracked by Wall St. Rank hold AAL as of Q3 2023.

Winch Advisory Services reported no remaining American Airlines Group position as of Q3 2023 after selling out during the quarter.
Winch Advisory Services sold 98 American Airlines Group shares in Q3 2023, an estimated $2K.
Winch Advisory Services first reported a position in American Airlines Group in Q1 2015 and held it in 15 quarters.
Winch Advisory Services's American Airlines Group position peaked at $1.55M in Q1 2015.
565 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2023.

Based on Winch Advisory Services's 13F filing for Q3 2023, filed 6 Nov 2023.