JGC
LUV icon

J. Goldman & Co’s Southwest Airlines LUV Stock Holding History

J. Goldman & Co’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
2025
Q2 		– Sell
-442,133
Closed -$13.3M – 564
2025
Q1 		$14.8M Buy
+442,133
New +$14M 0.37% 91
2024
Q3 		– Sell
-488,210
Closed -$14M – 546
2024
Q2 		$14M Buy
+488,210
New +$13.6M 0.4% 84
2023
Q4 		– Sell
-84,426
Closed -$2.29M – 417
2023
Q3 		$2.29M Buy
+84,426
New +$2.75M 0.08% 191
2018
Q4 		– Sell
-97,505
Closed -$5.18M – 275
2018
Q3 		$6.09M Buy
97,505
+76,968
+375% +$4.5M 0.43% 80
2018
Q2 		$1.04M Buy
+20,537
New +$1.08M 0.05% 252
2016
Q2 		– Sell
-145,450
Closed -$6.52M – 382
2016
Q1 		$6.52M Buy
+145,450
New +$5.92M 0.4% 73

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return