AIA
LUV icon

Alera Investment Advisors’s Southwest Airlines LUV Stock Holding History

Alera 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
2019
Q2 		– Sell
-2,796
Closed -$145K – 604
2019
Q1 		$145K Buy
+2,796
New +$148K 0.07% 89

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Alera Investment Advisors's LUV Position: Q2 2019 in Review

Alera Investment Advisors sold out of Southwest Airlines (LUV) in Q2 2019, closing a stake of 2,796 shares — an estimated $145K sold.

Alera Investment Advisors first reported a position in LUV in Q1 2019 and held it in 1 quarter. The position peaked at $145K in Q1 2019. 875 funds tracked by Wall St. Rank hold LUV as of Q2 2019.

  • Alera Investment Advisors reported no remaining Southwest Airlines position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 2,796 Southwest Airlines shares in Q2 2019, an estimated $145K.
  • Alera Investment Advisors first reported a position in Southwest Airlines in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Southwest Airlines position peaked at $145K in Q1 2019.
  • 875 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.