1834 Investment Advisors’s Southwest Airlines LUV Stock Holding History

1834 Investment Advisors’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-320	Closed	-$15K	–	486
2020 Q4	$15K	Hold	320	–	–	﹤0.01%	344
2020 Q3	$12K	Hold	320	–	–	﹤0.01%	330
2020 Q2	$11K	Sell	320 -200	-38%	-$6.36K	﹤0.01%	321
2020 Q1	$19K	Hold	520	–	–	﹤0.01%	301
2019 Q4	$28K	Hold	520	–	–	﹤0.01%	308
2019 Q3	$28K	Hold	520	–	–	﹤0.01%	308
2019 Q2	$26K	Hold	520	–	–	﹤0.01%	321
2019 Q1	$27K	Hold	520	–	–	﹤0.01%	314
2018 Q4	$24K	Hold	520	–	–	﹤0.01%	314
2018 Q3	$32K	Hold	520	–	–	﹤0.01%	307
2018 Q2	$26K	Hold	520	–	–	﹤0.01%	321
2018 Q1	$30K	Hold	520	–	–	0.01%	315
2017 Q4	$34K	Buy	+520	New	+$30.6K	0.01%	314

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

1834 Investment Advisors's LUV Position: Q1 2021 in Review

1834 Investment Advisors sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 320 shares — an estimated $15K sold.

1834 Investment Advisors first reported a position in LUV in Q4 2017 and held it in 13 quarters. The position peaked at $34K in Q4 2017. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

1834 Investment Advisors reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
1834 Investment Advisors sold 320 Southwest Airlines shares in Q1 2021, an estimated $15K.
1834 Investment Advisors first reported a position in Southwest Airlines in Q4 2017 and held it in 13 quarters.
1834 Investment Advisors's Southwest Airlines position peaked at $34K in Q4 2017.
1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on 1834 Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.