SevenBridge Financial Group’s Southwest Airlines LUV Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-50	Closed	-$3K	–	390
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	566
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	535
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	520
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	530
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	536
2018 Q1	$3K	Hold	50	–	–	﹤0.01%	544
2017 Q4	$3K	Hold	50	–	–	﹤0.01%	556
2017 Q3	$3K	Sell	50 -74	-60%	-$4.15K	﹤0.01%	554
2017 Q2	$8K	Hold	124	–	–	﹤0.01%	480
2017 Q1	$7K	Hold	124	–	–	﹤0.01%	470
2016 Q4	$5K	Hold	124	–	–	﹤0.01%	512
2016 Q3	$5K	Hold	124	–	–	﹤0.01%	502
2016 Q2	$5K	Buy	+124	New	+$5.31K	﹤0.01%	588

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Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates

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

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

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management

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