AIA
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Allied Investment Advisors’s Southwest Airlines LUV Stock Holding History

Allied 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
Q2 		– Sell
-3,695
Closed -$226K – 58
2021
Q1 		$226K Buy
+3,695
New +$197K 0.1% 48

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allied Investment Advisors's LUV Position: Q2 2021 in Review

Allied Investment Advisors sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 3,695 shares — an estimated $226K sold.

Allied Investment Advisors first reported a position in LUV in Q1 2021 and held it in 1 quarter. The position peaked at $226K in Q1 2021. 1,031 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • Allied Investment Advisors reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
  • Allied Investment Advisors sold 3,695 Southwest Airlines shares in Q2 2021, an estimated $226K.
  • Allied Investment Advisors first reported a position in Southwest Airlines in Q1 2021 and held it in 1 quarter.
  • Allied Investment Advisors's Southwest Airlines position peaked at $226K in Q1 2021.
  • 1,031 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Allied Investment Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.