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Insight Capital Research & Management’s Southwest Airlines LUV Stock Holding History

Insight Capital Research & 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
2017
Q3 		– Sell
-30,406
Closed -$1.89M – 121
2017
Q2 		$1.89M Buy
+30,406
New +$1.77M 1.11% 36
2015
Q2 		– Sell
-76,686
Closed -$3.4M – 116
2015
Q1 		$3.4M Buy
76,686
+809
+1% +$35.3K 0.85% 59
2014
Q4 		$3.21M Buy
+75,877
New +$2.83M 0.82% 55
2013
Q3 		– Sell
-81,694
Closed -$1.05M – 193
2013
Q2 		$1.05M Buy
+81,694
New +$1.11M 0.27% 109

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Insight Capital Research & Management's LUV Position: Q3 2017 in Review

Insight Capital Research & Management sold out of Southwest Airlines (LUV) in Q3 2017, closing a stake of 30,406 shares — an estimated $1.89M sold.

Insight Capital Research & Management first reported a position in LUV in Q2 2013 and held it in 4 quarters. The position peaked at $3.4M in Q1 2015. 801 funds tracked by Wall St. Rank hold LUV as of Q3 2017.

  • Insight Capital Research & Management reported no remaining Southwest Airlines position as of Q3 2017 after selling out during the quarter.
  • Insight Capital Research & Management sold 30,406 Southwest Airlines shares in Q3 2017, an estimated $1.89M.
  • Insight Capital Research & Management first reported a position in Southwest Airlines in Q2 2013 and held it in 4 quarters.
  • Insight Capital Research & Management's Southwest Airlines position peaked at $3.4M in Q1 2015.
  • 801 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.