AIMZ Investment Advisors’s Southwest Airlines LUV Stock Holding History

AIMZ 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
2023 Q3	–	Sell	-6,260	Closed	-$227K	–	114
2023 Q2	$227K	Hold	6,260	–	–	0.1%	107
2023 Q1	$204K	Hold	6,260	–	–	0.09%	109
2022 Q4	$211K	Buy	+6,260	New	+$226K	0.1%	110
2022 Q3	–	Sell	-6,260	Closed	-$226K	–	109
2022 Q2	$226K	Hold	6,260	–	–	0.11%	104
2022 Q1	$287K	Hold	6,260	–	–	0.12%	104
2021 Q4	$268K	Hold	6,260	–	–	0.1%	104
2021 Q3	$322K	Hold	6,260	–	–	0.15%	99
2021 Q2	$332K	Hold	6,260	–	–	0.15%	96
2021 Q1	$382K	Hold	6,260	–	–	0.19%	86
2020 Q4	$292K	Hold	6,260	–	–	0.15%	94
2020 Q3	$235K	Hold	6,260	–	–	0.14%	89
2020 Q2	$214K	Buy	+6,260	New	+$199K	0.14%	90

Other funds holding LUV

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

AIMZ Investment Advisors's LUV Position: Q3 2023 in Review

AIMZ Investment Advisors sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 6,260 shares — an estimated $227K sold.

AIMZ Investment Advisors first reported a position in LUV in Q2 2020 and held it in 12 quarters. The position peaked at $382K in Q1 2021. 766 funds tracked by Wall St. Rank hold LUV as of Q3 2023.

AIMZ Investment Advisors reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
AIMZ Investment Advisors sold 6,260 Southwest Airlines shares in Q3 2023, an estimated $227K.
AIMZ Investment Advisors first reported a position in Southwest Airlines in Q2 2020 and held it in 12 quarters.
AIMZ Investment Advisors's Southwest Airlines position peaked at $382K in Q1 2021.
766 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.

Based on AIMZ Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.