Zacks Investment Management’s Skywest SKYW Stock Holding History

Zacks Investment 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
2025 Q4	–	Sell	-21,841	Closed	-$2.2M	–	817
2025 Q3	$2.2M	Buy	21,841 +19,146	+710%	+$2.14M	0.02%	313
2025 Q2	$278K	Buy	2,695 +275	+11%	+$26.1K	﹤0.01%	565
2025 Q1	$211K	Buy	+2,420	New	+$248K	﹤0.01%	604
2020 Q1	–	Sell	-6,410	Closed	-$414K	–	591
2019 Q4	$414K	Buy	6,410 +15	+0.2%	+$914	0.01%	464
2019 Q3	$367K	Sell	6,395 -10,719	-63%	-$629K	0.01%	464
2019 Q2	$1.04M	Sell	17,114 -75	-0.4%	-$4.44K	0.02%	390
2019 Q1	$933K	Sell	17,189 -5,434	-24%	-$279K	0.02%	405
2018 Q4	$1.01M	Sell	22,623 -1,369	-6%	-$70.7K	0.02%	341
2018 Q3	$1.41M	Buy	+23,992	New	+$1.42M	0.03%	340
2017 Q4	–	Sell	-4,636	Closed	-$204K	–	643
2017 Q3	$204K	Buy	+4,636	New	+$173K	﹤0.01%	521
2017 Q1	–	Sell	-7,945	Closed	-$290K	–	715
2016 Q4	$290K	Sell	7,945 -38,764	-83%	-$1.3M	0.01%	511
2016 Q3	$1.23M	Sell	46,709 -4,117	-8%	-$114K	0.03%	287
2016 Q2	$1.34M	Buy	50,826 +38,394	+309%	+$877K	0.04%	277
2016 Q1	$249K	Sell	12,432 -25,957	-68%	-$439K	0.01%	526
2015 Q4	$730K	Buy	38,389 +20,507	+115%	+$401K	0.02%	358
2015 Q3	$298K	Buy	+17,882	New	+$287K	0.01%	510
2015 Q2	–	Sell	-12,576	Closed	-$184K	–	719
2015 Q1	$184K	Buy	+12,576	New	+$175K	0.01%	595

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

Fidelity Investments

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

American Century Companies

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

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

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