LM Advisors’s Southwest Airlines LUV Stock Holding History

LM Advisors’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 Q1	–	Sell	-500	Closed	-$14.4K	–	511
2023 Q4	$14.4K	Buy	+500	New	+$13K	﹤0.01%	489

Other funds holding LUV

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LM Advisors's LUV Position: Q1 2024 in Review

LM Advisors sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 500 shares — an estimated $14.4K sold.

LM Advisors first reported a position in LUV in Q4 2023 and held it in 1 quarter. The position peaked at $14.4K in Q4 2023. 788 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

LM Advisors reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 500 Southwest Airlines shares in Q1 2024, an estimated $14.4K.
LM Advisors first reported a position in Southwest Airlines in Q4 2023 and held it in 1 quarter.
LM Advisors's Southwest Airlines position peaked at $14.4K in Q4 2023.
788 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.