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Cahill Financial Advisors’s Southwest Airlines LUV Stock Holding History

Cahill Financial 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
Q4 		– Sell
-400
Closed -$21K – 525
2021
Q3 		$21K Buy
+400
New +$20.2K ﹤0.01% 441
2020
Q4 		– Sell
-9,145
Closed -$343K – 195
2020
Q3 		$343K Sell
9,145
-1,300
-12% -$46.2K 0.12% 126
2020
Q2 		$358K Buy
10,445
+1,297
+14% +$41.2K 0.14% 125
2020
Q1 		$326K Buy
9,148
+53
+0.6% +$2.63K 0.15% 116
2019
Q4 		$491K Sell
9,095
-1,000
-10% -$55.5K 0.18% 108
2019
Q3 		$546K Buy
10,095
+2
+0% +$105 0.21% 101
2019
Q2 		$513K Sell
10,093
-328
-3% -$17K 0.2% 98
2019
Q1 		$541K Sell
10,421
-600
-5% -$31.7K 0.23% 91
2018
Q4 		$513K Buy
11,021
+3,300
+43% +$175K 0.26% 90
2018
Q3 		$483K Hold
7,721
– – 0.21% 99
2018
Q2 		$393K Buy
7,721
+600
+8% +$31.6K 0.18% 113
2018
Q1 		$408K Buy
7,121
+21
+0.3% +$1.26K 0.19% 109
2017
Q4 		$465K Sell
7,100
-950
-12% -$55.9K 0.23% 99
2017
Q3 		$451K Buy
8,050
+750
+10% +$42.1K 0.24% 94
2017
Q2 		$454K Hold
7,300
– – 0.25% 95
2017
Q1 		$393K Buy
7,300
+1,300
+22% +$69.9K 0.23% 95
2016
Q4 		$300K Hold
6,000
– – 0.18% 98
2016
Q3 		$234K Buy
6,000
+150
+3% +$5.7K 0.15% 112
2016
Q2 		$230K Sell
5,850
-600
-9% -$25.7K 0.16% 110
2016
Q1 		$289K Sell
6,450
-400
-6% -$16.3K 0.22% 92
2015
Q4 		$295K Buy
+6,850
New +$303K 0.24% 85

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cahill Financial Advisors's LUV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 400 shares — an estimated $21K sold.

Cahill Financial Advisors first reported a position in LUV in Q4 2015 and held it in 21 quarters. The position peaked at $546K in Q3 2019. 997 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 400 Southwest Airlines shares in Q4 2021, an estimated $21K.
  • Cahill Financial Advisors first reported a position in Southwest Airlines in Q4 2015 and held it in 21 quarters.
  • Cahill Financial Advisors's Southwest Airlines position peaked at $546K in Q3 2019.
  • 997 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.