KI
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Koch Industries’s Southwest Airlines LUV Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-7,533
Closed -$431K – 361
2018
Q1 		$431K Buy
+7,533
New +$452K 0.04% 473
2017
Q3 		– Sell
-3,442
Closed -$214K – 522
2017
Q2 		$214K Buy
+3,442
New +$200K 0.06% 397

Other funds holding LUV

Primecap Management
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koch Industries's LUV Position: Q2 2018 in Review

Koch Industries sold out of Southwest Airlines (LUV) in Q2 2018, closing a stake of 7,533 shares — an estimated $431K sold.

Koch Industries first reported a position in LUV in Q2 2017 and held it in 2 quarters. The position peaked at $431K in Q1 2018. 868 funds tracked by Wall St. Rank hold LUV as of Q2 2018.

  • Koch Industries reported no remaining Southwest Airlines position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 7,533 Southwest Airlines shares in Q2 2018, an estimated $431K.
  • Koch Industries first reported a position in Southwest Airlines in Q2 2017 and held it in 2 quarters.
  • Koch Industries's Southwest Airlines position peaked at $431K in Q1 2018.
  • 868 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.