MFM
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MD Financial Management’s Southwest Airlines LUV Stock Holding History

MD Financial 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
Q1 		– Sell
-80
Closed -$4K – 244
2020
Q4 		$4K Buy
+80
New +$3.47K ﹤0.01% 116

Other funds holding LUV

Primecap Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MD Financial Management's LUV Position: Q1 2021 in Review

MD Financial Management sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 80 shares — an estimated $4K sold.

MD Financial Management first reported a position in LUV in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • MD Financial Management reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
  • MD Financial Management sold 80 Southwest Airlines shares in Q1 2021, an estimated $4K.
  • MD Financial Management first reported a position in Southwest Airlines in Q4 2020 and held it in 1 quarter.
  • MD Financial Management's Southwest Airlines position peaked at $4K in Q4 2020.
  • 1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on MD Financial Management's 13F filing for Q1 2021, filed 6 May 2021.