SFG
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Sowa Financial Group’s Southwest Airlines LUV Stock Holding History

Sowa 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
2020
Q3 		– Sell
-1,301
Closed -$44K – 298
2020
Q2 		$44K Hold
1,301
– – 0.03% 129
2020
Q1 		$46K Hold
1,301
– – 0.04% 115
2019
Q4 		$70K Buy
+1,301
New +$72.2K 0.06% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Sowa Financial Group's LUV Position: Q3 2020 in Review

Sowa Financial Group sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 1,301 shares — an estimated $44K sold.

Sowa Financial Group first reported a position in LUV in Q4 2019 and held it in 3 quarters. The position peaked at $70K in Q4 2019. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • Sowa Financial Group reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 1,301 Southwest Airlines shares in Q3 2020, an estimated $44K.
  • Sowa Financial Group first reported a position in Southwest Airlines in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Southwest Airlines position peaked at $70K in Q4 2019.
  • 880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.