I am still reading SB2’s monthly report though I sold out I don’t think they sold AAL and bought BBT. BBT was their second largest holding in May and since then BBT was up 9.4% and AAL was down 16.7% in June report. Compared the contribution to the portfolio, they are very close right now, each at around 10% of the portfolio. If u include AAL’s dividend, AAL is still #1.
AAL Price at posting:
34.0¢ Sentiment: Hold Disclosure: Held
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