KF
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Kopp Funds’s Southwest Airlines LUV Stock Holding History

Kopp Funds’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
2013
Q4 		$1.2M Buy
+63,571
New +$1.11M 0.54% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Kopp Funds's LUV Position: Q4 2013 in Review

Kopp Funds opened a new position in Southwest Airlines (LUV) in Q4 2013: 63,571 shares worth $1.2M. The stake represents 0.54% of the portfolio and ranks #33 among its holdings.

505 funds tracked by Wall St. Rank hold LUV as of Q4 2013.

  • Kopp Funds held 63,571 shares of Southwest Airlines worth $1.2M as of Q4 2013.
  • Southwest Airlines was a new Kopp Funds position in Q4 2013.
  • Southwest Airlines made up 0.54% of Kopp Funds's portfolio in Q4 2013, its #33 holding.
  • 505 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2013.

Based on Kopp Funds's 13F filing for Q4 2013, filed 21 Jan 2014.