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Moody Aldrich Partners’s Southwest Airlines LUV Stock Holding History

Moody Aldrich Partners’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
Q3 		– Sell
-32,378
Closed -$1.11M – 174
2020
Q2 		$1.11M Hold
32,378
– – 0.24% 102
2020
Q1 		$1.15M Buy
32,378
+18,572
+135% +$921K 0.35% 89
2019
Q4 		$745K Buy
13,806
+3,458
+33% +$192K 0.15% 103
2019
Q3 		$559K Buy
+10,348
New +$541K 0.15% 100

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Moody Aldrich Partners's LUV Position: Q3 2020 in Review

Moody Aldrich Partners sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 32,378 shares — an estimated $1.11M sold.

Moody Aldrich Partners first reported a position in LUV in Q3 2019 and held it in 4 quarters. The position peaked at $1.15M in Q1 2020. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • Moody Aldrich Partners reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • Moody Aldrich Partners sold 32,378 Southwest Airlines shares in Q3 2020, an estimated $1.11M.
  • Moody Aldrich Partners first reported a position in Southwest Airlines in Q3 2019 and held it in 4 quarters.
  • Moody Aldrich Partners's Southwest Airlines position peaked at $1.15M in Q1 2020.
  • 880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Moody Aldrich Partners's 13F filing for Q3 2020, filed 12 Nov 2020.