Evercore Wealth Management’s Southwest Airlines LUV Stock Holding History

Evercore 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
2021 Q4	–	Sell	-3,995	Closed	-$205K	–	426
2021 Q3	$205K	Sell	3,995 -312	-7%	-$15.8K	﹤0.01%	407
2021 Q2	$229K	Hold	4,307	–	–	﹤0.01%	403
2021 Q1	$263K	Hold	4,307	–	–	0.01%	385
2020 Q4	$201K	Buy	+4,307	New	+$187K	﹤0.01%	416
2018 Q1	–	Sell	-186	Closed	-$12K	–	608
2017 Q4	$12K	Hold	186	–	–	﹤0.01%	791
2017 Q3	$10K	Hold	186	–	–	﹤0.01%	796
2017 Q2	$12K	Sell	186 -770	-81%	-$44.8K	﹤0.01%	795
2017 Q1	$51K	Sell	956 -256	-21%	-$13.8K	﹤0.01%	596
2016 Q4	$60K	Buy	1,212 +1,065	+724%	+$47.7K	﹤0.01%	570
2016 Q3	$6K	Hold	147	–	–	﹤0.01%	919
2016 Q2	$6K	Hold	147	–	–	﹤0.01%	902
2016 Q1	$7K	Hold	147	–	–	﹤0.01%	832
2015 Q4	$6K	Buy	+147	New	+$6.51K	﹤0.01%	898
2015 Q3	–	Sell	-100	Closed	-$3K	–	1020
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	1014
2015 Q1	$4K	Buy	+100	New	+$4.37K	﹤0.01%	940

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evercore Wealth Management's LUV Position: Q4 2021 in Review

Evercore Wealth Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 3,995 shares — an estimated $205K sold.

Evercore Wealth Management first reported a position in LUV in Q1 2015 and held it in 15 quarters. The position peaked at $263K in Q1 2021. 995 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

Evercore Wealth Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
Evercore Wealth Management sold 3,995 Southwest Airlines shares in Q4 2021, an estimated $205K.
Evercore Wealth Management first reported a position in Southwest Airlines in Q1 2015 and held it in 15 quarters.
Evercore Wealth Management's Southwest Airlines position peaked at $263K in Q1 2021.
995 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Evercore Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.