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Marathon Asset Management (New York)’s Southwest Airlines LUV Stock Holding History

Marathon Asset Management (New York)’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
Q3 		– Sell
-1,000,000
Closed -$12.9M – 28
2013
Q2 		$12.9M Buy
+1,000,000
New +$13.6M 2.07% 16

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BIT
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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Marathon Asset Management (New York)'s LUV Position: Q3 2013 in Review

Marathon Asset Management (New York) sold out of Southwest Airlines (LUV) in Q3 2013, closing a stake of 1,000,000 shares — an estimated $12.9M sold.

Marathon Asset Management (New York) first reported a position in LUV in Q2 2013 and held it in 1 quarter. The position peaked at $12.9M in Q2 2013. 451 funds tracked by Wall St. Rank hold LUV as of Q3 2013.

  • Marathon Asset Management (New York) reported no remaining Southwest Airlines position as of Q3 2013 after selling out during the quarter.
  • Marathon Asset Management (New York) sold 1,000,000 Southwest Airlines shares in Q3 2013, an estimated $12.9M.
  • Marathon Asset Management (New York) first reported a position in Southwest Airlines in Q2 2013 and held it in 1 quarter.
  • Marathon Asset Management (New York)'s Southwest Airlines position peaked at $12.9M in Q2 2013.
  • 451 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2013.

Based on Marathon Asset Management (New York)'s 13F filing for Q3 2013, filed 13 Nov 2013.