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Harel Insurance Investments & Financial Services’s Southwest Airlines LUV Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q1 		– Sell
-24,139
Closed -$3.62M – 820
2020
Q4 		$3.62M Buy
24,139
+8,739
+57% +$379K 0.09% 113
2020
Q3 		$578K Buy
15,400
+3,649
+31% +$130K 0.02% 180
2020
Q2 		$402K Buy
+11,751
New +$373K 0.01% 151
2018
Q3 		– Sell
-3,300
Closed -$168K – 502
2018
Q2 		$168K Sell
3,300
-5,350
-62% -$282K 0.01% 199
2018
Q1 		$495K Sell
8,650
-1,440
-14% -$86.5K 0.03% 147
2017
Q4 		$660K Hold
10,090
– – 0.04% 108
2017
Q3 		$565K Buy
10,090
+2,520
+33% +$141K 0.05% 86
2017
Q2 		$470K Buy
7,570
+1,000
+15% +$58.2K 0.04% 107
2017
Q1 		$360K Buy
+6,570
New +$353K 0.03% 112

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's LUV Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 24,139 shares — an estimated $3.62M sold.

Harel Insurance Investments & Financial Services first reported a position in LUV in Q1 2017 and held it in 9 quarters. The position peaked at $3.62M in Q4 2020. 1,072 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 24,139 Southwest Airlines shares in Q1 2021, an estimated $3.62M.
  • Harel Insurance Investments & Financial Services first reported a position in Southwest Airlines in Q1 2017 and held it in 9 quarters.
  • Harel Insurance Investments & Financial Services's Southwest Airlines position peaked at $3.62M in Q4 2020.
  • 1,072 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.