FEG
LUV icon

Financial Enhancement Group’s Southwest Airlines LUV Stock Holding History

Financial Enhancement Group’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
-16
Closed – – 236
2022
Q3 		$0 Hold
16
– – ﹤0.01% 323
2022
Q2 		$1K Hold
16
– – ﹤0.01% 281
2022
Q1 		$1K Hold
16
– – ﹤0.01% 290
2021
Q4 		$1K Sell
16
-33,455
-100% -$1.57M ﹤0.01% 256
2021
Q3 		$1.72M Buy
33,471
+33,455
+209,094% +$1.69M 0.33% 49
2021
Q2 		$1K Hold
16
– – ﹤0.01% 256
2021
Q1 		$1K Hold
16
– – ﹤0.01% 258
2020
Q4 		$1K Sell
16
-4
-20% -$173 ﹤0.01% 268
2020
Q3 		$1K Buy
+20
New +$711 ﹤0.01% 240

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Financial Enhancement Group's LUV Position: Q4 2022 in Review

Financial Enhancement Group sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 16 shares.

Financial Enhancement Group first reported a position in LUV in Q3 2020 and held it in 9 quarters. The position peaked at $1.72M in Q3 2021. 922 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

  • Financial Enhancement Group reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 16 Southwest Airlines shares in Q4 2022.
  • Financial Enhancement Group first reported a position in Southwest Airlines in Q3 2020 and held it in 9 quarters.
  • Financial Enhancement Group's Southwest Airlines position peaked at $1.72M in Q3 2021.
  • 922 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.