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Meitav Investment House’s Southwest Airlines LUV Stock Holding History

Meitav Investment House’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
2021
Q4 		– Sell
-4,600
Closed -$241K – 402
2021
Q3 		$241K Sell
4,600
-2,650
-37% -$134K ﹤0.01% 365
2021
Q2 		$384K Hold
7,250
– – 0.01% 330
2021
Q1 		$447 Sell
7,250
-3,670
-34% -$195K 0.01% 284
2020
Q4 		$507K Buy
10,920
+4,835
+79% +$209K 0.02% 274
2020
Q3 		$228K Sell
6,085
-9,015
-60% -$320K 0.01% 363
2020
Q2 		$525K Buy
+15,100
New +$480K 0.03% 216

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meitav Investment House's LUV Position: Q4 2021 in Review

Meitav Investment House sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 4,600 shares — an estimated $241K sold.

Meitav Investment House first reported a position in LUV in Q2 2020 and held it in 6 quarters. The position peaked at $525K in Q2 2020. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Meitav Investment House reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Meitav Investment House sold 4,600 Southwest Airlines shares in Q4 2021, an estimated $241K.
  • Meitav Investment House first reported a position in Southwest Airlines in Q2 2020 and held it in 6 quarters.
  • Meitav Investment House's Southwest Airlines position peaked at $525K in Q2 2020.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Meitav Investment House's 13F filing for Q4 2021, filed 8 Feb 2022.