EWM
LUV icon

EPG Wealth Management’s Southwest Airlines LUV Stock Holding History

EPG Wealth 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
Q2 		– Sell
-510
Closed -$18K – 505
2020
Q1 		$18K Buy
510
+54
+12% +$2.68K 0.01% 413
2019
Q4 		$25K Buy
+456
New +$25.3K 0.02% 315

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

EPG Wealth Management's LUV Position: Q2 2020 in Review

EPG Wealth Management sold out of Southwest Airlines (LUV) in Q2 2020, closing a stake of 510 shares — an estimated $18K sold.

EPG Wealth Management first reported a position in LUV in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q4 2019. 883 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

  • EPG Wealth Management reported no remaining Southwest Airlines position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 510 Southwest Airlines shares in Q2 2020, an estimated $18K.
  • EPG Wealth Management first reported a position in Southwest Airlines in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Southwest Airlines position peaked at $25K in Q4 2019.
  • 883 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.