Zurich Insurance Group’s Southwest Airlines LUV Stock Holding History

Zurich Insurance Group’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
2019 Q4	–	Sell	-47,229	Closed	-$2.55M	–	377
2019 Q3	$2.55M	Sell	47,229 -35,145	-43%	-$1.84M	0.05%	342
2019 Q2	$4.18M	Buy	+82,374	New	+$4.27M	0.08%	271
2018 Q1	–	Sell	-33,980	Closed	-$2.22M	–	553
2017 Q4	$2.22M	Buy	33,980 +13,856	+69%	+$815K	0.05%	411
2017 Q3	$1.13M	Sell	20,124 -37,387	-65%	-$2.1M	0.03%	504
2017 Q2	$3.57M	Buy	+57,511	New	+$3.35M	0.1%	255
2016 Q4	–	Sell	-62,783	Closed	-$2.44M	–	478
2016 Q3	$2.44M	Buy	62,783 +51,672	+465%	+$1.96M	0.08%	276
2016 Q2	$436K	Buy	11,111 +281	+3%	+$12K	0.02%	352
2016 Q1	$485K	Hold	10,830	–	–	0.02%	365
2015 Q4	$466K	Sell	10,830 -111,628	-91%	-$4.94M	0.02%	321
2015 Q3	$4.66M	Buy	+122,458	New	+$4.52M	0.17%	145

Other funds holding LUV

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Zurich Insurance Group's LUV Position: Q4 2019 in Review

Zurich Insurance Group sold out of Southwest Airlines (LUV) in Q4 2019, closing a stake of 47,229 shares — an estimated $2.55M sold.

Zurich Insurance Group first reported a position in LUV in Q3 2015 and held it in 10 quarters. The position peaked at $4.66M in Q3 2015. 899 funds tracked by Wall St. Rank hold LUV as of Q4 2019.

Zurich Insurance Group reported no remaining Southwest Airlines position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 47,229 Southwest Airlines shares in Q4 2019, an estimated $2.55M.
Zurich Insurance Group first reported a position in Southwest Airlines in Q3 2015 and held it in 10 quarters.
Zurich Insurance Group's Southwest Airlines position peaked at $4.66M in Q3 2015.
899 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.