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Copeland Capital Management’s Southwest Airlines LUV Stock Holding History

Copeland Capital 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
Q1 		– Sell
-41
Closed -$2K – 296
2019
Q4 		$2K Hold
41
– – ﹤0.01% 251
2019
Q3 		$2K Buy
+41
New +$2.15K ﹤0.01% 245

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Copeland Capital Management's LUV Position: Q1 2020 in Review

Copeland Capital Management sold out of Southwest Airlines (LUV) in Q1 2020, closing a stake of 41 shares — an estimated $2K sold.

Copeland Capital Management first reported a position in LUV in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 796 funds tracked by Wall St. Rank hold LUV as of Q1 2020.

  • Copeland Capital Management reported no remaining Southwest Airlines position as of Q1 2020 after selling out during the quarter.
  • Copeland Capital Management sold 41 Southwest Airlines shares in Q1 2020, an estimated $2K.
  • Copeland Capital Management first reported a position in Southwest Airlines in Q3 2019 and held it in 2 quarters.
  • Copeland Capital Management's Southwest Airlines position peaked at $2K in Q4 2019.
  • 796 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2020.

Based on Copeland Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.