MWM
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Madison Wealth Management’s Southwest Airlines LUV Stock Holding History

Madison Wealth 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
2020
Q2 		– Sell
-39,081
Closed -$1.39M – 126
2020
Q1 		$1.39M Buy
39,081
+100
+0.3% +$4.96K 0.56% 42
2019
Q4 		$2.1M Buy
+38,981
New +$2.16M 0.6% 37

Other funds holding LUV

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Madison Wealth Management's LUV Position: Q2 2020 in Review

Madison Wealth Management sold out of Southwest Airlines (LUV) in Q2 2020, closing a stake of 39,081 shares — an estimated $1.39M sold.

Madison Wealth Management first reported a position in LUV in Q4 2019 and held it in 2 quarters. The position peaked at $2.1M in Q4 2019. 883 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

  • Madison Wealth Management reported no remaining Southwest Airlines position as of Q2 2020 after selling out during the quarter.
  • Madison Wealth Management sold 39,081 Southwest Airlines shares in Q2 2020, an estimated $1.39M.
  • Madison Wealth Management first reported a position in Southwest Airlines in Q4 2019 and held it in 2 quarters.
  • Madison Wealth Management's Southwest Airlines position peaked at $2.1M in Q4 2019.
  • 883 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on Madison Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.