AIM
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Aquila Investment Management’s Southwest Airlines LUV Stock Holding History

Aquila Investment Management’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
2022
Q3 		– Sell
-32,000
Closed -$1.16M – 94
2022
Q2 		$1.16M Buy
32,000
+8,000
+33% +$344K 0.82% 60
2022
Q1 		$1.1M Buy
+24,000
New +$1.05M 0.62% 63

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aquila Investment Management's LUV Position: Q3 2022 in Review

Aquila Investment Management sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 32,000 shares — an estimated $1.16M sold.

Aquila Investment Management first reported a position in LUV in Q1 2022 and held it in 2 quarters. The position peaked at $1.16M in Q2 2022. 885 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

  • Aquila Investment Management reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
  • Aquila Investment Management sold 32,000 Southwest Airlines shares in Q3 2022, an estimated $1.16M.
  • Aquila Investment Management first reported a position in Southwest Airlines in Q1 2022 and held it in 2 quarters.
  • Aquila Investment Management's Southwest Airlines position peaked at $1.16M in Q2 2022.
  • 885 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Aquila Investment Management's 13F filing for Q3 2022, filed 19 Oct 2022.