Kula Investments’s Southwest Airlines LUV Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-27,546	Closed	-$927K	–	751
2022 Q4	$927K	Buy	+27,546	New	+$993K	0.27%	65

Other funds holding LUV

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kula Investments's LUV Position: Q1 2023 in Review

Kula Investments sold out of Southwest Airlines (LUV) in Q1 2023, closing a stake of 27,546 shares — an estimated $927K sold.

Kula Investments first reported a position in LUV in Q4 2022 and held it in 1 quarter. The position peaked at $927K in Q4 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

Kula Investments reported no remaining Southwest Airlines position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 27,546 Southwest Airlines shares in Q1 2023, an estimated $927K.
Kula Investments first reported a position in Southwest Airlines in Q4 2022 and held it in 1 quarter.
Kula Investments's Southwest Airlines position peaked at $927K in Q4 2022.
851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.