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MilWealth Group’s Southwest Airlines LUV Stock Holding History

MilWealth Group’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
Q3 		– Sell
-400
Closed -$14.4K – 67
2022
Q2 		$14.4K Hold
400
– – 0.01% 55
2022
Q1 		$18.3K Hold
400
– – 0.01% 58
2021
Q4 		$17.1K Hold
400
– – 0.01% 63
2021
Q3 		$20.6K Hold
400
– – 0.01% 55
2021
Q2 		$21.2K Hold
400
– – 0.01% 44
2021
Q1 		$24.4K Buy
+400
New +$21.3K 0.01% 42

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T. Rowe Price Associates
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MilWealth Group's LUV Position: Q3 2022 in Review

MilWealth Group sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 400 shares — an estimated $14.4K sold.

MilWealth Group first reported a position in LUV in Q1 2021 and held it in 6 quarters. The position peaked at $24.4K in Q1 2021. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

  • MilWealth Group reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
  • MilWealth Group sold 400 Southwest Airlines shares in Q3 2022, an estimated $14.4K.
  • MilWealth Group first reported a position in Southwest Airlines in Q1 2021 and held it in 6 quarters.
  • MilWealth Group's Southwest Airlines position peaked at $24.4K in Q1 2021.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on MilWealth Group's 13F filing for Q3 2022, filed 9 May 2023.