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GYL Financial Synergies’s Southwest Airlines LUV Stock Holding History

GYL Financial Synergies’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
Q1 		– Sell
-4,231
Closed -$228K – 169
2019
Q4 		$228K Buy
4,231
+136
+3% +$7.54K 0.1% 166
2019
Q3 		$221K Sell
4,095
-40
-1% -$2.09K 0.11% 160
2019
Q2 		$210K Buy
4,135
+11
+0.3% +$570 0.11% 149
2019
Q1 		$214K Buy
+4,124
New +$218K 0.12% 147

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GYL Financial Synergies's LUV Position: Q1 2020 in Review

GYL Financial Synergies sold out of Southwest Airlines (LUV) in Q1 2020, closing a stake of 4,231 shares — an estimated $228K sold.

GYL Financial Synergies first reported a position in LUV in Q1 2019 and held it in 4 quarters. The position peaked at $228K in Q4 2019. 797 funds tracked by Wall St. Rank hold LUV as of Q1 2020.

  • GYL Financial Synergies reported no remaining Southwest Airlines position as of Q1 2020 after selling out during the quarter.
  • GYL Financial Synergies sold 4,231 Southwest Airlines shares in Q1 2020, an estimated $228K.
  • GYL Financial Synergies first reported a position in Southwest Airlines in Q1 2019 and held it in 4 quarters.
  • GYL Financial Synergies's Southwest Airlines position peaked at $228K in Q4 2019.
  • 797 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2020.

Based on GYL Financial Synergies's 13F filing for Q1 2020, filed 5 May 2020.