Sanford Advisory Services’s Southwest Airlines LUV Stock Holding History

Sanford Advisory Services’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 Q2	–	Sell	-4,366	Closed	-$200K	–	122
2022 Q1	$200K	Buy	+4,366	New	+$192K	0.05%	110
2021 Q3	–	Sell	-3,866	Closed	-$205K	–	113
2021 Q2	$205K	Hold	3,866	–	–	0.05%	102
2021 Q1	$236K	Buy	+3,866	New	+$206K	0.07%	93

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanford Advisory Services's LUV Position: Q2 2022 in Review

Sanford Advisory Services sold out of Southwest Airlines (LUV) in Q2 2022, closing a stake of 4,366 shares — an estimated $200K sold.

Sanford Advisory Services first reported a position in LUV in Q1 2021 and held it in 3 quarters. The position peaked at $236K in Q1 2021. 947 funds tracked by Wall St. Rank hold LUV as of Q2 2022.

Sanford Advisory Services reported no remaining Southwest Airlines position as of Q2 2022 after selling out during the quarter.
Sanford Advisory Services sold 4,366 Southwest Airlines shares in Q2 2022, an estimated $200K.
Sanford Advisory Services first reported a position in Southwest Airlines in Q1 2021 and held it in 3 quarters.
Sanford Advisory Services's Southwest Airlines position peaked at $236K in Q1 2021.
947 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2022.

Based on Sanford Advisory Services's 13F filing for Q2 2022, filed 28 Jul 2022.