Stolper & Co’s Southwest Airlines LUV Stock Holding History

Stolper & Co’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	-68,148	Closed	-$2.33M	–	91
2020 Q2	$2.33M	Buy	+68,148	New	+$2.17M	1.52%	24

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

Stolper & Co's LUV Position: Q3 2020 in Review

Stolper & Co sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 68,148 shares — an estimated $2.33M sold.

Stolper & Co first reported a position in LUV in Q2 2020 and held it in 1 quarter. The position peaked at $2.33M in Q2 2020. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

Stolper & Co reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
Stolper & Co sold 68,148 Southwest Airlines shares in Q3 2020, an estimated $2.33M.
Stolper & Co first reported a position in Southwest Airlines in Q2 2020 and held it in 1 quarter.
Stolper & Co's Southwest Airlines position peaked at $2.33M in Q2 2020.
880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Stolper & Co's 13F filing for Q3 2020, filed 8 Oct 2020.