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Freedom Investment Management’s Southwest Airlines LUV Stock Holding History

Freedom Investment 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
Q1 		– Sell
-5,039
Closed -$235K – 878
2020
Q4 		$235K Buy
+5,039
New +$218K 0.03% 536
2020
Q2 		– Sell
-8,594
Closed -$492K – 639
2020
Q1 		$492K Buy
8,594
+1,394
+19% +$69.1K 0.04% 349
2019
Q4 		$389K Sell
7,200
-512
-7% -$28.4K 0.03% 406
2019
Q3 		$417K Sell
7,712
-829
-10% -$43.4K 0.04% 407
2019
Q2 		$434K Sell
8,541
-262
-3% -$13.6K 0.04% 400
2019
Q1 		$457K Sell
8,803
-7,374
-46% -$389K 0.04% 400
2018
Q4 		$752K Buy
16,177
+1,701
+12% +$90.4K 0.06% 325
2018
Q3 		$897K Sell
14,476
-1,703
-11% -$99.6K 0.06% 357
2018
Q2 		$823K Sell
16,179
-14,897
-48% -$784K 0.05% 388
2018
Q1 		$1.78M Buy
31,076
+19,418
+167% +$1.17M 0.09% 203
2017
Q4 		$763K Sell
11,658
-6,629
-36% -$390K 0.04% 478
2017
Q3 		$1.02M Buy
18,287
+3,455
+23% +$194K 0.06% 328
2017
Q2 		$922K Buy
14,832
+1,416
+11% +$82.4K 0.05% 341
2017
Q1 		$721K Buy
13,416
+5,030
+60% +$271K 0.04% 408
2016
Q4 		$418K Buy
8,386
+247
+3% +$11.1K 0.03% 548
2016
Q3 		$317K Buy
+8,139
New +$309K 0.02% 613
2014
Q1 		– Sell
-28,080
Closed -$529K – 456
2013
Q4 		$529K Sell
28,080
-697
-2% -$12.2K 0.13% 148
2013
Q3 		$419K Sell
28,777
-1,580
-5% -$21.5K 0.12% 146
2013
Q2 		$391K Buy
+30,357
New +$414K 0.13% 134

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Freedom Investment Management's LUV Position: Q1 2021 in Review

Freedom Investment Management sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 5,039 shares — an estimated $235K sold.

Freedom Investment Management first reported a position in LUV in Q2 2013 and held it in 19 quarters. The position peaked at $1.78M in Q1 2018. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • Freedom Investment Management reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
  • Freedom Investment Management sold 5,039 Southwest Airlines shares in Q1 2021, an estimated $235K.
  • Freedom Investment Management first reported a position in Southwest Airlines in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's Southwest Airlines position peaked at $1.78M in Q1 2018.
  • 1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.