SSC
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Syverson Strege & Co’s Southwest Airlines LUV Stock Holding History

Syverson Strege & 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
2023
Q2 		– Sell
-200
Closed -$6.51K – 384
2023
Q1 		$6.51K Hold
200
– – ﹤0.01% 301
2022
Q4 		$6.73K Hold
200
– – ﹤0.01% 209
2022
Q3 		$6K Hold
200
– – ﹤0.01% 204
2022
Q2 		$7K Hold
200
– – ﹤0.01% 243
2022
Q1 		$9K Hold
200
– – 0.01% 205
2021
Q4 		$9K Hold
200
– – 0.01% 209
2021
Q3 		$10K Hold
200
– – 0.01% 242
2021
Q2 		$11K Sell
200
-56
-22% -$3.36K 0.01% 194
2021
Q1 		$16K Hold
256
– – 0.02% 171
2020
Q4 		$12K Buy
+256
New +$11.1K 0.01% 177

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Syverson Strege & Co's LUV Position: Q2 2023 in Review

Syverson Strege & Co sold out of Southwest Airlines (LUV) in Q2 2023, closing a stake of 200 shares — an estimated $6.51K sold.

Syverson Strege & Co first reported a position in LUV in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q1 2021. 854 funds tracked by Wall St. Rank hold LUV as of Q2 2023.

  • Syverson Strege & Co reported no remaining Southwest Airlines position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 200 Southwest Airlines shares in Q2 2023, an estimated $6.51K.
  • Syverson Strege & Co first reported a position in Southwest Airlines in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Southwest Airlines position peaked at $16K in Q1 2021.
  • 854 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.