LEFP
LUV icon

Leading Edge Financial Planning’s Southwest Airlines LUV Stock Holding History

Leading Edge Financial Planning’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
Q4 		– Sell
-4,453
Closed -$209K – 65
2023
Q3 		$209K Sell
4,453
-656
-13% -$21.4K 0.13% 64
2023
Q2 		$327K Buy
5,109
+119
+2% +$3.73K 0.21% 43
2023
Q1 		$282K Sell
4,990
-1,814
-27% -$61.7K 0.2% 52
2022
Q4 		$398K Buy
+6,804
New +$245K 0.34% 41

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

Leading Edge Financial Planning's LUV Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of Southwest Airlines (LUV) in Q4 2023, closing a stake of 4,453 shares — an estimated $209K sold.

Leading Edge Financial Planning first reported a position in LUV in Q4 2022 and held it in 4 quarters. The position peaked at $398K in Q4 2022. 789 funds tracked by Wall St. Rank hold LUV as of Q4 2023.

  • Leading Edge Financial Planning reported no remaining Southwest Airlines position as of Q4 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 4,453 Southwest Airlines shares in Q4 2023, an estimated $209K.
  • Leading Edge Financial Planning first reported a position in Southwest Airlines in Q4 2022 and held it in 4 quarters.
  • Leading Edge Financial Planning's Southwest Airlines position peaked at $398K in Q4 2022.
  • 789 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.