BFIM
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Beese Fulmer Investment Management’s Southwest Airlines LUV Stock Holding History

Beese Fulmer 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
2020
Q3 		– Sell
-970
Closed -$33K – 397
2020
Q2 		$33K Buy
+970
New +$30.8K ﹤0.01% 366

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Fidelity Investments
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Artisan Partners
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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PI
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Beese Fulmer Investment Management's LUV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 970 shares — an estimated $33K sold.

Beese Fulmer Investment Management first reported a position in LUV in Q2 2020 and held it in 1 quarter. The position peaked at $33K in Q2 2020. 881 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 970 Southwest Airlines shares in Q3 2020, an estimated $33K.
  • Beese Fulmer Investment Management first reported a position in Southwest Airlines in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Southwest Airlines position peaked at $33K in Q2 2020.
  • 881 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.