HFA
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Hershey Financial Advisers’s Southwest Airlines LUV Stock Holding History

Hershey Financial Advisers’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
Q4 		$1.92M Buy
+57,092
New +$1.82M 1.69% 14
2024
Q2 		$10.2K Buy
+357
New +$9.96K 0.01% 95

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Hershey Financial Advisers's LUV Position: Q4 2024 in Review

Hershey Financial Advisers opened a new position in Southwest Airlines (LUV) in Q4 2024: 57,092 shares worth $1.92M. The stake represents 1.69% of the portfolio and ranks #14 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in LUV as recently as Q2 2024.

Hershey Financial Advisers first reported a position in LUV in Q2 2024 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Hershey Financial Advisers held 57,092 shares of Southwest Airlines worth $1.92M as of Q4 2024.
  • Southwest Airlines was a new Hershey Financial Advisers position in Q4 2024.
  • Southwest Airlines made up 1.69% of Hershey Financial Advisers's portfolio in Q4 2024, its #14 holding.
  • Hershey Financial Advisers first reported a position in Southwest Airlines in Q2 2024 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Hershey Financial Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.