BBA
LUV icon

Braun-Bostich & Associates’s Southwest Airlines LUV Stock Holding History

Braun-Bostich & Associates’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
-250
Closed -$9K – 301
2020
Q2 		$9K Sell
250
-50
-17% -$1.59K 0.01% 227
2020
Q1 		$10K Hold
300
– – 0.01% 209
2019
Q4 		$16K Buy
+300
New +$16.6K 0.02% 204
2018
Q2 		– Sell
-102
Closed -$6K – 319
2018
Q1 		$6K Buy
102
+1
+1% +$60 0.01% 284
2017
Q4 		$7K Buy
+101
New +$5.94K 0.01% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Braun-Bostich & Associates's LUV Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 250 shares — an estimated $9K sold.

Braun-Bostich & Associates first reported a position in LUV in Q4 2017 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 250 Southwest Airlines shares in Q3 2020, an estimated $9K.
  • Braun-Bostich & Associates first reported a position in Southwest Airlines in Q4 2017 and held it in 5 quarters.
  • Braun-Bostich & Associates's Southwest Airlines position peaked at $16K in Q4 2019.
  • 880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.