HIM
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Hillsdale Investment Management’s Southwest Airlines LUV Stock Holding History

Hillsdale 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
2019
Q4 		– Sell
-150
Closed -$8K – 626
2019
Q3 		$8K Hold
150
– – ﹤0.01% 513
2019
Q2 		$8K Hold
150
– – ﹤0.01% 506
2019
Q1 		$8K Buy
+150
New +$7.91K ﹤0.01% 503
2018
Q2 		– Sell
-120
Closed -$7K – 525
2018
Q1 		$7K Hold
120
– – ﹤0.01% 369
2017
Q4 		$8K Hold
120
– – ﹤0.01% 369
2017
Q3 		$7K Sell
120
-4,900
-98% -$275K ﹤0.01% 374
2017
Q2 		$311K Sell
5,020
-80
-2% -$4.66K 0.06% 246
2017
Q1 		$274K Hold
5,100
– – 0.05% 261
2016
Q4 		$254K Sell
5,100
-1,000
-16% -$44.8K 0.05% 265
2016
Q3 		$237K Sell
6,100
-2,000
-25% -$76K 0.06% 290
2016
Q2 		$318K Hold
8,100
– – 0.09% 253
2016
Q1 		$363K Sell
8,100
-590
-7% -$24K 0.12% 202
2015
Q4 		$374K Hold
8,690
– – 0.14% 173
2015
Q3 		$331K Hold
8,690
– – 0.11% 181
2015
Q2 		$288K Hold
8,690
– – 0.09% 271
2015
Q1 		$385K Sell
8,690
-2,200
-20% -$96.1K 0.1% 176
2014
Q4 		$461K Buy
10,890
+590
+6% +$22K 0.12% 136
2014
Q3 		$348K Sell
10,300
-4,500
-30% -$137K 0.11% 146
2014
Q2 		$398K Sell
14,800
-1,000
-6% -$25.2K 0.09% 132
2014
Q1 		$373K Buy
15,800
+400
+3% +$8.75K 0.1% 130
2013
Q4 		$290K Buy
+15,400
New +$269K 0.08% 215

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Vanguard Group
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BlackRock
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Boston Partners
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Ameriprise
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Harris Associates
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T. Rowe Price Associates
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's LUV Position: Q4 2019 in Review

Hillsdale Investment Management sold out of Southwest Airlines (LUV) in Q4 2019, closing a stake of 150 shares — an estimated $8K sold.

Hillsdale Investment Management first reported a position in LUV in Q4 2013 and held it in 21 quarters. The position peaked at $461K in Q4 2014. 900 funds tracked by Wall St. Rank hold LUV as of Q4 2019.

  • Hillsdale Investment Management reported no remaining Southwest Airlines position as of Q4 2019 after selling out during the quarter.
  • Hillsdale Investment Management sold 150 Southwest Airlines shares in Q4 2019, an estimated $8K.
  • Hillsdale Investment Management first reported a position in Southwest Airlines in Q4 2013 and held it in 21 quarters.
  • Hillsdale Investment Management's Southwest Airlines position peaked at $461K in Q4 2014.
  • 900 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2019.

Based on Hillsdale Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.