Shine Investment Advisory Services’s Southwest Airlines LUV Stock Holding History

Shine Investment 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
2020 Q3	$30K	Buy	812 +90	+12%	+$3.2K	0.01%	389
2020 Q2	$25K	Sell	722 -154	-18%	-$4.89K	0.01%	422
2020 Q1	$31K	Buy	876 +206	+31%	+$10.2K	0.01%	348
2019 Q4	$36K	Buy	670 +297	+80%	+$16.5K	0.01%	395
2019 Q3	$20K	Buy	373 +171	+85%	+$8.95K	0.01%	456
2019 Q2	$10K	Sell	202 -414	-67%	-$21.4K	﹤0.01%	535
2019 Q1	$32K	Buy	616 +416	+208%	+$21.9K	0.01%	390
2018 Q4	$9K	Buy	+200	New	+$10.6K	﹤0.01%	539
2017 Q3	–	Sell	-546	Closed	-$34K	–	675
2017 Q2	$34K	Buy	+546	New	+$31.8K	0.02%	349

Other funds holding LUV

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Shine Investment Advisory Services's LUV Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Southwest Airlines (LUV) stake by 12% in Q3 2020, buying an estimated $3.2K and bringing the position to 812 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #389.

Shine Investment Advisory Services first reported a position in LUV in Q2 2017 and has held it in 9 quarters since. The position peaked at $36K in Q4 2019. 881 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

Shine Investment Advisory Services held 812 shares of Southwest Airlines worth $30K as of Q3 2020.
Shine Investment Advisory Services bought 90 Southwest Airlines shares in Q3 2020, an estimated $3.2K.
Southwest Airlines made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #389 holding.
Shine Investment Advisory Services first reported a position in Southwest Airlines in Q2 2017 and has held it in 9 quarters since.
Shine Investment Advisory Services's Southwest Airlines position peaked at $36K in Q4 2019.
881 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.