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Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. Southwest Airlines Company stake

total: 234

Donald Smith & Co. LUV trades

Total transactions:
6
New positions:
1
Sold out:
1
Reduced:
4
Held since:
2013 Q2 or earlier
Held for:
5+ quarters
Latest activity:
2014 Q3
According to 2026 Q1 report, Donald Smith & Co. doesn't hold any Southwest Airlines Company (LUV) shares. Donald Smith & Co. has held LUV since at least 2013 Q2 with about 14.87M shares in our earliest available record. Since at least 2013 Q2, Donald Smith & Co. has made 5 more transactions.

When did Donald Smith & Co. sell Southwest Airlines Company (LUV)?

Donald Smith & Co. sold off the entire Southwest Airlines Company (LUV) position in 2014 Q3.

Estimated cost basis*

Weighted AVG buy price:
$12.89
Weighted AVG sell price:
$21.89

Donald Smith & Co.'s historical trades in Southwest Airlines Company

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q3
0.00%
$26.92
-100% (-5,237)
2014 Q2
0.00%
$26.92
-99.86% (-3,760,595)
2014 Q1
1.73%
$23.61
-47.82% (-3,450,506)
2013 Q4
2.71%
$18.84
-50.21% (-7,276,680)
2013 Q3
4.46%
$14.56
-2.52% (-374,309)
2013 Q2
4.16%
$12.89
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.