EWS
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Evergreen Wealth Solutions’s Southwest Airlines LUV Stock Holding History

Evergreen Wealth Solutions’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
2024
Q2 		– Sell
-13,004
Closed -$380K – 129
2024
Q1 		$380K Sell
13,004
-1,720
-12% -$53.2K 0.28% 73
2023
Q4 		$425K Sell
14,724
-475
-3% -$12.4K 0.36% 72
2023
Q3 		$411K Sell
15,199
-254
-2% -$8.29K 0.42% 68
2023
Q2 		$560K Buy
15,453
+1,141
+8% +$35.8K 0.56% 55
2023
Q1 		$466K Sell
14,312
-492
-3% -$16.7K 0.54% 61
2022
Q4 		$498K Buy
14,804
+520
+4% +$18.7K 0.66% 48
2022
Q3 		$441K Buy
14,284
+1,591
+13% +$59.6K 0.63% 51
2022
Q2 		$458K Buy
+12,693
New +$546K 0.56% 55

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evergreen Wealth Solutions's LUV Position: Q2 2024 in Review

Evergreen Wealth Solutions sold out of Southwest Airlines (LUV) in Q2 2024, closing a stake of 13,004 shares — an estimated $380K sold.

Evergreen Wealth Solutions first reported a position in LUV in Q2 2022 and held it in 8 quarters. The position peaked at $560K in Q2 2023. 763 funds tracked by Wall St. Rank hold LUV as of Q2 2024.

  • Evergreen Wealth Solutions reported no remaining Southwest Airlines position as of Q2 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 13,004 Southwest Airlines shares in Q2 2024, an estimated $380K.
  • Evergreen Wealth Solutions first reported a position in Southwest Airlines in Q2 2022 and held it in 8 quarters.
  • Evergreen Wealth Solutions's Southwest Airlines position peaked at $560K in Q2 2023.
  • 763 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.