Maxi Investments CY’s Southwest Airlines LUV Stock Holding History

Maxi Investments CY’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 Q2	–	Sell	-54,500	Closed	-$1.59M	–	133
2024 Q1	$1.59M	Hold	54,500	–	–	0.43%	41
2023 Q4	$1.57M	Hold	54,500	–	–	0.44%	37
2023 Q3	$1.48M	Hold	54,500	–	–	0.68%	19
2023 Q2	$1.97M	Hold	54,500	–	–	1.41%	23
2023 Q1	$1.77M	Hold	54,500	–	–	1.26%	26
2022 Q4	$1.83M	Hold	54,500	–	–	1.73%	19
2022 Q3	$1.68M	Hold	54,500	–	–	1.27%	29
2022 Q2	$1.97M	Hold	54,500	–	–	1.4%	27
2022 Q1	$2.5M	Hold	54,500	–	–	1.47%	24
2021 Q4	$2.33M	Buy	+54,500	New	+$2.56M	1.25%	30

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Maxi Investments CY's LUV Position: Q2 2024 in Review

Maxi Investments CY sold out of Southwest Airlines (LUV) in Q2 2024, closing a stake of 54,500 shares — an estimated $1.59M sold.

Maxi Investments CY first reported a position in LUV in Q4 2021 and held it in 10 quarters. The position peaked at $2.5M in Q1 2022. 762 funds tracked by Wall St. Rank hold LUV as of Q2 2024.

Maxi Investments CY reported no remaining Southwest Airlines position as of Q2 2024 after selling out during the quarter.
Maxi Investments CY sold 54,500 Southwest Airlines shares in Q2 2024, an estimated $1.59M.
Maxi Investments CY first reported a position in Southwest Airlines in Q4 2021 and held it in 10 quarters.
Maxi Investments CY's Southwest Airlines position peaked at $2.5M in Q1 2022.
762 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2024.

Based on Maxi Investments CY's 13F filing for Q2 2024, filed 8 Aug 2024.