HFS
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HBC Financial Services’s Southwest Airlines LUV Stock Holding History

HBC Financial Services’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
2020
Q2 		– Sell
-250
Closed -$8K – 167
2020
Q1 		$8K Hold
250
– – 0.01% 118
2019
Q4 		$14K Buy
+250
New +$13.9K 0.01% 126

Other funds holding LUV

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

HBC Financial Services's LUV Position: Q2 2020 in Review

HBC Financial Services sold out of Southwest Airlines (LUV) in Q2 2020, closing a stake of 250 shares — an estimated $8K sold.

HBC Financial Services first reported a position in LUV in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 884 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

  • HBC Financial Services reported no remaining Southwest Airlines position as of Q2 2020 after selling out during the quarter.
  • HBC Financial Services sold 250 Southwest Airlines shares in Q2 2020, an estimated $8K.
  • HBC Financial Services first reported a position in Southwest Airlines in Q4 2019 and held it in 2 quarters.
  • HBC Financial Services's Southwest Airlines position peaked at $14K in Q4 2019.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on HBC Financial Services's 13F filing for Q2 2020, filed 14 Aug 2020.