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Axiom Investment Management’s Southwest Airlines LUV Stock Holding History

Axiom Investment 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
2022
Q4 		– Sell
-968
Closed -$30K – 271
2022
Q3 		$30K Buy
+968
New +$36.3K 0.06% 198
2019
Q4 		– Sell
-21,052
Closed -$1.14M – 187
2019
Q3 		$1.14M Sell
21,052
-96,876
-82% -$5.07M 0.87% 32
2019
Q2 		$5.99M Buy
117,928
+26,707
+29% +$1.38M 1.08% 20
2019
Q1 		$4.73M Buy
91,221
+1,715
+2% +$90.5K 0.9% 23
2018
Q4 		$4.16M Buy
+89,506
New +$4.75M 0.88% 28

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Axiom Investment Management's LUV Position: Q4 2022 in Review

Axiom Investment Management sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 968 shares — an estimated $30K sold.

Axiom Investment Management first reported a position in LUV in Q4 2018 and held it in 5 quarters. The position peaked at $5.99M in Q2 2019. 922 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

  • Axiom Investment Management reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 968 Southwest Airlines shares in Q4 2022, an estimated $30K.
  • Axiom Investment Management first reported a position in Southwest Airlines in Q4 2018 and held it in 5 quarters.
  • Axiom Investment Management's Southwest Airlines position peaked at $5.99M in Q2 2019.
  • 922 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.