SOAMC
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Spirit of America Management Corp’s Southwest Airlines LUV Stock Holding History

Spirit of America Management Corp’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
2021
Q4 		– Sell
-3,200
Closed -$165K – 245
2021
Q3 		$165K Hold
3,200
– – 0.04% 213
2021
Q2 		$170K Hold
3,200
– – 0.04% 205
2021
Q1 		$195K Buy
+3,200
New +$170K 0.05% 190

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spirit of America Management Corp's LUV Position: Q4 2021 in Review

Spirit of America Management Corp sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 3,200 shares — an estimated $165K sold.

Spirit of America Management Corp first reported a position in LUV in Q1 2021 and held it in 3 quarters. The position peaked at $195K in Q1 2021. 997 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Spirit of America Management Corp reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Spirit of America Management Corp sold 3,200 Southwest Airlines shares in Q4 2021, an estimated $165K.
  • Spirit of America Management Corp first reported a position in Southwest Airlines in Q1 2021 and held it in 3 quarters.
  • Spirit of America Management Corp's Southwest Airlines position peaked at $195K in Q1 2021.
  • 997 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Spirit of America Management Corp's 13F filing for Q4 2021, filed 19 Jan 2022.