Olympiad Research’s Southwest Airlines LUV Stock Holding History

Olympiad Research’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
2022 Q3	$301K	Sell	9,757 -2,533	-21%	-$94.9K	0.16%	142
2022 Q2	$444K	Buy	12,290 +1,544	+14%	+$66.4K	0.2%	128
2022 Q1	$492K	Sell	10,746 -1,724	-14%	-$75.8K	0.15%	143
2021 Q4	$534K	Buy	12,470 +5,064	+68%	+$238K	0.19%	119
2021 Q3	$381K	Sell	7,406 -1,612	-18%	-$81.4K	0.12%	163
2021 Q2	$479K	Buy	9,018 +3,414	+61%	+$205K	0.17%	132
2021 Q1	$342K	Sell	5,604 -901	-14%	-$47.9K	0.15%	138
2020 Q4	$303K	Buy	+6,505	New	+$282K	0.17%	96
2020 Q3	–	Sell	-5,847	Closed	-$200K	–	408
2020 Q2	$200K	Buy	+5,847	New	+$186K	0.14%	219
2020 Q1	–	Sell	-5,839	Closed	-$315K	–	325
2019 Q4	$315K	Buy	+5,839	New	+$324K	0.24%	89

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Olympiad Research's LUV Position: Q3 2022 in Review

Olympiad Research reduced its Southwest Airlines (LUV) stake by 21% in Q3 2022, selling an estimated $94.9K and leaving 9,757 shares worth $301K. The position accounts for 0.16% of the portfolio, ranked #142.

Olympiad Research first reported a position in LUV in Q4 2019 and has held it in 10 quarters since. The position peaked at $534K in Q4 2021. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

Olympiad Research held 9,757 shares of Southwest Airlines worth $301K as of Q3 2022.
Olympiad Research sold 2,533 Southwest Airlines shares in Q3 2022, an estimated $94.9K.
Southwest Airlines made up 0.16% of Olympiad Research's portfolio in Q3 2022, its #142 holding.
Olympiad Research first reported a position in Southwest Airlines in Q4 2019 and has held it in 10 quarters since.
Olympiad Research's Southwest Airlines position peaked at $534K in Q4 2021.
884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.