Loring Wolcott & Coolidge Fiduciary Advisors’s Southwest Airlines LUV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q4	–	Sell	-200	Closed	-$6K	–	594
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	546
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	564
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	557
2021 Q4	$9K	Buy	+200	New	+$9.39K	﹤0.01%	615
2021 Q3	–	Sell	-73	Closed	-$4K	–	861
2021 Q2	$4K	Buy	+73	New	+$4.38K	﹤0.01%	768
2019 Q3	–	Sell	-36	Closed	-$2K	–	712
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	664
2019 Q1	$2K	Buy	+36	New	+$1.9K	﹤0.01%	645
2017 Q4	–	Sell	-4	Closed	–	–	821
2017 Q3	$0	Buy	+4	New	+$224	﹤0.01%	858
2013 Q4	–	Sell	-150	Closed	-$1K	–	604
2013 Q3	$1K	Buy	+150	New	+$2.04K	﹤0.01%	550

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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Loring Wolcott & Coolidge Fiduciary Advisors's LUV Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 200 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LUV in Q3 2013 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 923 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Southwest Airlines shares in Q4 2022, an estimated $6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Southwest Airlines in Q3 2013 and held it in 9 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Southwest Airlines position peaked at $9K in Q1 2022.
923 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.