I2I
LUV icon

Insight 2811 Inc’s Southwest Airlines LUV Stock Holding History

Insight 2811 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
Q4 		– Sell
-6,200
Closed -$233K – 81
2020
Q3 		$233K Sell
6,200
-300
-5% -$10.7K 0.15% 53
2020
Q2 		$216K Sell
6,500
-1,900
-23% -$60.4K 0.14% 55
2020
Q1 		$299K Buy
+8,400
New +$416K 0.22% 38

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight 2811 Inc's LUV Position: Q4 2020 in Review

Insight 2811 Inc sold out of Southwest Airlines (LUV) in Q4 2020, closing a stake of 6,200 shares — an estimated $233K sold.

Insight 2811 Inc first reported a position in LUV in Q1 2020 and held it in 3 quarters. The position peaked at $299K in Q1 2020. 1,026 funds tracked by Wall St. Rank hold LUV as of Q4 2020.

  • Insight 2811 Inc reported no remaining Southwest Airlines position as of Q4 2020 after selling out during the quarter.
  • Insight 2811 Inc sold 6,200 Southwest Airlines shares in Q4 2020, an estimated $233K.
  • Insight 2811 Inc first reported a position in Southwest Airlines in Q1 2020 and held it in 3 quarters.
  • Insight 2811 Inc's Southwest Airlines position peaked at $299K in Q1 2020.
  • 1,026 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2020.

Based on Insight 2811 Inc's 13F filing for Q4 2020, filed 29 Jan 2021.