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Lourd Capital’s Southwest Airlines LUV Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-8,103
Closed -$377K – 221
2018
Q4 		$377K Sell
8,103
-112
-1% -$5.95K 0.03% 152
2018
Q3 		$513K Buy
+8,215
New +$480K 0.03% 126
2018
Q1 		– Sell
-8,602
Closed -$563K – 236
2017
Q4 		$563K Buy
+8,602
New +$506K 0.04% 139

Other funds holding LUV

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lourd Capital's LUV Position: Q1 2019 in Review

Lourd Capital sold out of Southwest Airlines (LUV) in Q1 2019, closing a stake of 8,103 shares — an estimated $377K sold.

Lourd Capital first reported a position in LUV in Q4 2017 and held it in 3 quarters. The position peaked at $563K in Q4 2017. 886 funds tracked by Wall St. Rank hold LUV as of Q1 2019.

  • Lourd Capital reported no remaining Southwest Airlines position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 8,103 Southwest Airlines shares in Q1 2019, an estimated $377K.
  • Lourd Capital first reported a position in Southwest Airlines in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Southwest Airlines position peaked at $563K in Q4 2017.
  • 886 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.