JIP
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Jaffetilchin Investment Partners’s Southwest Airlines LUV Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-743
Closed -$22K – 881
2024
Q3 		$22K Buy
+743
New +$20.6K ﹤0.01% 742
2018
Q2 		– Sell
-7,483
Closed -$429K – 345
2018
Q1 		$429K Buy
7,483
+347
+5% +$20.8K 0.1% 184
2017
Q4 		$467K Buy
+7,136
New +$420K 0.16% 119
2017
Q3 		– Sell
-7,679
Closed -$477K – 297
2017
Q2 		$477K Buy
+7,679
New +$447K 0.16% 112
2016
Q4 		– Sell
-21,892
Closed -$851K – 283
2016
Q3 		$851K Buy
21,892
+2,274
+12% +$86.4K 0.27% 54
2016
Q2 		$769K Buy
+19,618
New +$840K 0.23% 60
2016
Q1 		– Sell
-6,209
Closed -$267K – 220
2015
Q4 		$267K Buy
+6,209
New +$275K 0.09% 157
2015
Q2 		– Sell
-10,322
Closed -$457K – 229
2015
Q1 		$457K Sell
10,322
-17,499
-63% -$765K 0.14% 114
2014
Q4 		$1.18M Buy
27,821
+14,870
+115% +$555K 0.39% 36
2014
Q3 		$437K Sell
12,951
-1,042
-7% -$31.8K 0.16% 88
2014
Q2 		$376K Buy
+13,993
New +$353K 0.13% 130

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Jaffetilchin Investment Partners's LUV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 743 shares — an estimated $22K sold.

Jaffetilchin Investment Partners first reported a position in LUV in Q2 2014 and held it in 11 quarters. The position peaked at $1.18M in Q4 2014. 834 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 743 Southwest Airlines shares in Q4 2024, an estimated $22K.
  • Jaffetilchin Investment Partners first reported a position in Southwest Airlines in Q2 2014 and held it in 11 quarters.
  • Jaffetilchin Investment Partners's Southwest Airlines position peaked at $1.18M in Q4 2014.
  • 834 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.