HCM
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Horiko Capital Management’s Southwest Airlines LUV Stock Holding History

Horiko Capital 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
2020
Q2 		– Sell
-88,000
Closed -$3.13M – 28
2020
Q1 		$3.13M Hold
88,000
– – 2.73% 13
2019
Q4 		$4.75M Hold
88,000
– – 3.21% 13
2019
Q3 		$4.75M Buy
+88,000
New +$4.6M 3.59% 10

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Fidelity Investments
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
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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

Horiko Capital Management's LUV Position: Q2 2020 in Review

Horiko Capital Management sold out of Southwest Airlines (LUV) in Q2 2020, closing a stake of 88,000 shares — an estimated $3.13M sold.

Horiko Capital Management first reported a position in LUV in Q3 2019 and held it in 3 quarters. The position peaked at $4.75M in Q3 2019. 883 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

  • Horiko Capital Management reported no remaining Southwest Airlines position as of Q2 2020 after selling out during the quarter.
  • Horiko Capital Management sold 88,000 Southwest Airlines shares in Q2 2020, an estimated $3.13M.
  • Horiko Capital Management first reported a position in Southwest Airlines in Q3 2019 and held it in 3 quarters.
  • Horiko Capital Management's Southwest Airlines position peaked at $4.75M in Q3 2019.
  • 883 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on Horiko Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.