MIFH
LUV icon

Migdal Insurance & Financial Holdings’s Southwest Airlines LUV Stock Holding History

Migdal Insurance & Financial Holdings’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
Q4 		– Sell
-2,924
Closed -$87K – 430
2024
Q3 		$87K Sell
2,924
-426
-13% -$11.8K ﹤0.01% 237
2024
Q2 		$95K Buy
+3,350
New +$93.5K ﹤0.01% 249
2024
Q1 		– Sell
-6,153
Closed -$181K – 418
2023
Q4 		$181K Buy
6,153
+5,619
+1,052% +$146K ﹤0.01% 235
2023
Q3 		$15K Buy
534
+444
+493% +$14.5K ﹤0.01% 387
2023
Q2 		$3K Sell
90
-1,168
-93% -$36.6K ﹤0.01% 442
2023
Q1 		$40K Sell
1,258
-62
-5% -$2.11K ﹤0.01% 367
2022
Q4 		$44K Buy
1,320
+50
+4% +$1.8K ﹤0.01% 323
2022
Q3 		$40K Hold
1,270
– – ﹤0.01% 323
2022
Q2 		$46K Sell
1,270
-2,066
-62% -$88.8K ﹤0.01% 379
2022
Q1 		$152K Buy
3,336
+1,227
+58% +$53.9K ﹤0.01% 298
2021
Q4 		$90K Sell
2,109
-323
-13% -$15.2K ﹤0.01% 376
2021
Q3 		$125K Buy
+2,432
New +$123K ﹤0.01% 332
2021
Q2 		– Sell
-550,000
Closed -$33.6M – 636
2021
Q1 		$33.6M Buy
+550,000
New +$29.3M 0.34% 82
2018
Q4 		– Sell
-144,916
Closed -$9.05M – 771
2018
Q3 		$9.05M Sell
144,916
-44,924
-24% -$2.63M 0.19% 112
2018
Q2 		$9.66M Buy
189,840
+3,322
+2% +$175K 0.23% 94
2018
Q1 		$10.7M Buy
186,518
+81,713
+78% +$4.91M 0.25% 80
2017
Q4 		$6.87M Sell
104,805
-125,890
-55% -$7.4M 0.17% 105
2017
Q3 		$12.9M Sell
230,695
-1,697
-0.7% -$95.2K 0.31% 73
2017
Q2 		$14.4M Buy
232,392
+62,651
+37% +$3.65M 0.33% 65
2017
Q1 		$9.13M Buy
169,741
+5,489
+3% +$295K 0.22% 88
2016
Q4 		$8.22M Sell
164,252
-361,270
-69% -$16.2M 0.21% 75
2016
Q3 		$20.4M Buy
525,522
+74,662
+17% +$2.84M 0.59% 37
2016
Q2 		$17.7M Buy
+450,860
New +$19.3M 0.49% 42

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Migdal Insurance & Financial Holdings's LUV Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 2,924 shares — an estimated $87K sold.

Migdal Insurance & Financial Holdings first reported a position in LUV in Q2 2016 and held it in 23 quarters. The position peaked at $33.6M in Q1 2021. 834 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 2,924 Southwest Airlines shares in Q4 2024, an estimated $87K.
  • Migdal Insurance & Financial Holdings first reported a position in Southwest Airlines in Q2 2016 and held it in 23 quarters.
  • Migdal Insurance & Financial Holdings's Southwest Airlines position peaked at $33.6M in Q1 2021.
  • 834 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.