LOIM
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Liberty One Investment Management’s Southwest Airlines LUV Stock Holding History

Liberty One 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
2021
Q4 		– Sell
-6,615
Closed -$340K – 147
2021
Q3 		$340K Sell
6,615
-182
-3% -$9.19K 0.06% 115
2021
Q2 		$361K Buy
6,797
+1,467
+28% +$87.9K 0.06% 115
2021
Q1 		$325K Buy
5,330
+2,872
+117% +$153K 0.06% 109
2020
Q4 		$115K Buy
+2,458
New +$106K 0.02% 125

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty One Investment Management's LUV Position: Q4 2021 in Review

Liberty One Investment Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 6,615 shares — an estimated $340K sold.

Liberty One Investment Management first reported a position in LUV in Q4 2020 and held it in 4 quarters. The position peaked at $361K in Q2 2021. 997 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Liberty One Investment Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Liberty One Investment Management sold 6,615 Southwest Airlines shares in Q4 2021, an estimated $340K.
  • Liberty One Investment Management first reported a position in Southwest Airlines in Q4 2020 and held it in 4 quarters.
  • Liberty One Investment Management's Southwest Airlines position peaked at $361K in Q2 2021.
  • 997 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Liberty One Investment Management's 13F filing for Q4 2021, filed 21 Jan 2022.