NR
LUV icon

Newfound Research’s Southwest Airlines LUV Stock Holding History

Newfound Research’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
-21
Closed -$1K – 133
2020
Q1 		$1K Hold
21
– – ﹤0.01% 68
2019
Q4 		$1K Sell
21
-7
-25% -$388 ﹤0.01% 117
2019
Q3 		$1K Buy
28
+3
+12% +$157 ﹤0.01% 128
2019
Q2 		$1K Hold
25
– – ﹤0.01% 129
2019
Q1 		$1K Buy
25
+1
+4% +$53 ﹤0.01% 126
2018
Q4 		$1K Buy
24
+2
+9% +$106 ﹤0.01% 111
2018
Q3 		$1K Hold
22
– – ﹤0.01% 153
2018
Q2 		$1K Hold
22
– – ﹤0.01% 142
2018
Q1 		$1K Buy
22
+6
+38% +$360 ﹤0.01% 138
2017
Q4 		$1K Hold
16
– – ﹤0.01% 150
2017
Q3 		$1K Hold
16
– – ﹤0.01% 146
2017
Q2 		$1K Buy
16
+1
+7% +$58 ﹤0.01% 143
2017
Q1 		$1K Hold
15
– – ﹤0.01% 140
2016
Q4 		$1K Buy
15
+1
+7% +$45 ﹤0.01% 117
2016
Q3 		$1K Buy
14
+4
+40% +$152 ﹤0.01% 128
2016
Q2 		$0 Buy
+10
New +$428 ﹤0.01% 164

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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