Carmignac Gestion’s Southwest Airlines LUV Stock Holding History

Carmignac Gestion’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
2019 Q2	–	Hold	0	–	-$30.4M	–	129
2019 Q1	–	Hold	0	–	–	–	46

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Carmignac Gestion's LUV Position: Q2 2023 in Review

Carmignac Gestion sold out of Southwest Airlines (LUV) in Q2 2023, closing a stake of 18,543 shares — an estimated $603K sold.

Carmignac Gestion first reported a position in LUV in Q4 2016 and held it in 8 quarters. The position peaked at $155M in Q4 2016. 854 funds tracked by Wall St. Rank hold LUV as of Q2 2023.

Carmignac Gestion reported no remaining Southwest Airlines position as of Q2 2023 after selling out during the quarter.
Carmignac Gestion sold 18,543 Southwest Airlines shares in Q2 2023, an estimated $603K.
Carmignac Gestion first reported a position in Southwest Airlines in Q4 2016 and held it in 8 quarters.
Carmignac Gestion's Southwest Airlines position peaked at $155M in Q4 2016.
854 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2023.

Based on Carmignac Gestion's 13F filing for Q2 2023, filed 11 Aug 2023.