Van Hulzen Asset Management’s Southwest Airlines LUV Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-36	Closed	-$1.22K	–	760
2024 Q4	$1.22K	Buy	+36	New	+$1.15K	﹤0.01%	1000
2018 Q1	–	Sell	-94,385	Closed	-$6.18M	–	222
2017 Q4	$6.18M	Sell	94,385 -6,680	-7%	-$393K	1.88%	9
2017 Q3	$5.66M	Buy	101,065 +96,465	+2,097%	+$5.41M	1.91%	11
2017 Q2	$286K	Sell	4,600 -41,900	-90%	-$2.44M	0.11%	105
2017 Q1	$2.5M	Buy	+46,500	New	+$2.5M	1.14%	31

Other funds holding LUV

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Van Hulzen Asset Management's LUV Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 36 shares — an estimated $1.22K sold.

Van Hulzen Asset Management first reported a position in LUV in Q1 2017 and held it in 5 quarters. The position peaked at $6.18M in Q4 2017. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

Van Hulzen Asset Management reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 36 Southwest Airlines shares in Q1 2025, an estimated $1.22K.
Van Hulzen Asset Management first reported a position in Southwest Airlines in Q1 2017 and held it in 5 quarters.
Van Hulzen Asset Management's Southwest Airlines position peaked at $6.18M in Q4 2017.
814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.