Bedel Financial Consulting’s Southwest Airlines LUV Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,659	Closed	-$76K	–	583
2022 Q1	$76K	Hold	1,659	–	–	0.02%	324
2021 Q4	$71K	Hold	1,659	–	–	0.02%	332
2021 Q3	$85K	Buy	1,659 +19	+1%	+$960	0.03%	301
2021 Q2	$87K	Buy	1,640 +300	+22%	+$18K	0.03%	298
2021 Q1	$82K	Buy	1,340 +101	+8%	+$5.37K	0.03%	295
2020 Q4	$58K	Sell	1,239 -5	-0.4%	-$217	0.03%	298
2020 Q3	$47K	Hold	1,244	–	–	0.02%	309
2020 Q2	$43K	Buy	1,244 +5	+0.4%	+$159	0.02%	296
2020 Q1	$44K	Hold	1,239	–	–	0.03%	277
2019 Q4	$67K	Hold	1,239	–	–	0.04%	256
2019 Q3	$67K	Hold	1,239	–	–	0.04%	251
2019 Q2	$63K	Hold	1,239	–	–	0.04%	253
2019 Q1	$64K	Hold	1,239	–	–	0.04%	239
2018 Q4	$58K	Hold	1,239	–	–	0.04%	233
2018 Q3	$73K	Hold	1,239	–	–	0.05%	226
2018 Q2	$63K	Hold	1,239	–	–	0.05%	242
2018 Q1	$71K	Buy	+1,239	New	+$74.4K	0.05%	232

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bedel Financial Consulting's LUV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Southwest Airlines (LUV) in Q2 2022, closing a stake of 1,659 shares — an estimated $76K sold.

Bedel Financial Consulting first reported a position in LUV in Q1 2018 and held it in 17 quarters. The position peaked at $87K in Q2 2021. 947 funds tracked by Wall St. Rank hold LUV as of Q2 2022.

Bedel Financial Consulting reported no remaining Southwest Airlines position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,659 Southwest Airlines shares in Q2 2022, an estimated $76K.
Bedel Financial Consulting first reported a position in Southwest Airlines in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Southwest Airlines position peaked at $87K in Q2 2021.
947 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.