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MPS Loria Financial Planners’s Southwest Airlines LUV Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-2,205
Closed -$134K – 379
2021
Q1 		$134K Hold
2,205
– – 0.06% 100
2020
Q4 		$99K Buy
2,205
+551
+33% +$23.9K 0.04% 116
2020
Q3 		$62K Hold
1,654
– – 0.03% 135
2020
Q2 		$57K Buy
+1,654
New +$52.6K 0.03% 136
2017
Q3 		– Sell
-201
Closed -$11K – 229
2017
Q2 		$11K Buy
+201
New +$11.7K 0.01% 290

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
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

MPS Loria Financial Planners's LUV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 2,205 shares — an estimated $134K sold.

MPS Loria Financial Planners first reported a position in LUV in Q2 2017 and held it in 5 quarters. The position peaked at $134K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,205 Southwest Airlines shares in Q2 2021, an estimated $134K.
  • MPS Loria Financial Planners first reported a position in Southwest Airlines in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Southwest Airlines position peaked at $134K in Q1 2021.
  • 1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.