SWM
LUV icon

Sugarloaf Wealth Management’s Southwest Airlines LUV Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$9.31K Hold
277
– – ﹤0.01% 509
2024
Q3 		$8.21K Buy
+277
New +$7.67K ﹤0.01% 521
2022
Q4 		– Sell
-888
Closed -$28K – 832
2022
Q3 		$28K Buy
+888
New +$33.3K 0.01% 375

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sugarloaf Wealth Management's LUV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Southwest Airlines (LUV) position steady in Q4 2024 at 277 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Sugarloaf Wealth Management first reported a position in LUV in Q3 2022 and has held it in 3 quarters since. The position peaked at $28K in Q3 2022. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Sugarloaf Wealth Management held 277 shares of Southwest Airlines worth $9.31K as of Q4 2024.
  • Sugarloaf Wealth Management left its Southwest Airlines share count unchanged in Q4 2024.
  • Southwest Airlines made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #509 holding.
  • Sugarloaf Wealth Management first reported a position in Southwest Airlines in Q3 2022 and has held it in 3 quarters since.
  • Sugarloaf Wealth Management's Southwest Airlines position peaked at $28K in Q3 2022.
  • 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.