Enlightenment Research’s Southwest Airlines LUV Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-9,400	Closed	-$290K	–	44
2022 Q3	$290K	Buy	+9,400	New	+$352K	0.64%	57
2021 Q3	–	Sell	-7,700	Closed	-$409K	–	172
2021 Q2	$409K	Buy	+7,700	New	+$461K	0.52%	56
2020 Q4	–	Sell	-11,300	Closed	-$424K	–	112
2020 Q3	$424K	Buy	+11,300	New	+$401K	1.25%	27
2020 Q2	–	Sell	-4,700	Closed	-$217K	–	151
2020 Q1	$217K	Buy	+4,700	New	+$233K	0.23%	140
2019 Q3	–	Sell	-7,000	Closed	-$333K	–	199
2019 Q2	$333K	Buy	+7,000	New	+$363K	0.17%	155
2019 Q1	–	Sell	-2,400	Closed	-$112K	–	416
2018 Q4	$112K	Buy	+2,400	New	+$127K	0.14%	157

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Enlightenment Research's LUV Position: Q4 2022 in Review

Enlightenment Research sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 9,400 shares — an estimated $290K sold.

Enlightenment Research first reported a position in LUV in Q4 2018 and held it in 6 quarters. The position peaked at $424K in Q3 2020. 923 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

Enlightenment Research reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 9,400 Southwest Airlines shares in Q4 2022, an estimated $290K.
Enlightenment Research first reported a position in Southwest Airlines in Q4 2018 and held it in 6 quarters.
Enlightenment Research's Southwest Airlines position peaked at $424K in Q3 2020.
923 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.