Gould Asset Management’s Southwest Airlines LUV Stock Holding History

Gould Asset 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 Q2	–	Sell	-3,351	Closed	-$205K	–	156
2021 Q1	$205K	Buy	+3,351	New	+$178K	0.06%	145
2020 Q1	–	Sell	-4,663	Closed	-$252K	–	140
2019 Q4	$252K	Buy	4,663 +266	+6%	+$14.8K	0.08%	121
2019 Q3	$237K	Buy	4,397 +112	+3%	+$5.86K	0.08%	124
2019 Q2	$218K	Hold	4,285	–	–	0.08%	132
2019 Q1	$222K	Buy	+4,285	New	+$226K	0.08%	125
2018 Q4	–	Sell	-4,285	Closed	-$268K	–	144
2018 Q3	$268K	Buy	+4,285	New	+$251K	0.11%	112

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gould Asset Management's LUV Position: Q2 2021 in Review

Gould Asset Management sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 3,351 shares — an estimated $205K sold.

Gould Asset Management first reported a position in LUV in Q3 2018 and held it in 6 quarters. The position peaked at $268K in Q3 2018. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

Gould Asset Management reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
Gould Asset Management sold 3,351 Southwest Airlines shares in Q2 2021, an estimated $205K.
Gould Asset Management first reported a position in Southwest Airlines in Q3 2018 and held it in 6 quarters.
Gould Asset Management's Southwest Airlines position peaked at $268K in Q3 2018.
1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Gould Asset Management's 13F filing for Q2 2021, filed 5 Aug 2021.