FMI
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Fiduciary Management Inc’s Southwest Airlines LUV Stock Holding History

Fiduciary Management Inc’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
2020
Q2 		– Sell
-5,644,538
Closed -$201M – 70
2020
Q1 		$201M Buy
5,644,538
+2,319,258
+70% +$115M 1.75% 28
2019
Q4 		$179M Buy
3,325,280
+595,989
+22% +$33.1M 1.11% 30
2019
Q3 		$147M Buy
+2,729,291
New +$143M 0.96% 31

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Fiduciary Management Inc's LUV Position: Q2 2020 in Review

Fiduciary Management Inc sold out of Southwest Airlines (LUV) in Q2 2020, closing a stake of 5,644,538 shares — an estimated $201M sold.

Fiduciary Management Inc first reported a position in LUV in Q3 2019 and held it in 3 quarters. The position peaked at $201M in Q1 2020. 883 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

  • Fiduciary Management Inc reported no remaining Southwest Airlines position as of Q2 2020 after selling out during the quarter.
  • Fiduciary Management Inc sold 5,644,538 Southwest Airlines shares in Q2 2020, an estimated $201M.
  • Fiduciary Management Inc first reported a position in Southwest Airlines in Q3 2019 and held it in 3 quarters.
  • Fiduciary Management Inc's Southwest Airlines position peaked at $201M in Q1 2020.
  • 883 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on Fiduciary Management Inc's 13F filing for Q2 2020, filed 11 Aug 2020.