1858 Wealth Management’s Delta Air Lines DAL Stock Holding History

1858 Wealth Management’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,976	Closed	-$253K	–	126
2024 Q3	$253K	Hold	4,976	–	–	0.21%	94
2024 Q2	$236K	Buy	+4,976	New	+$248K	0.2%	101

Other funds holding DAL

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1858 Wealth Management's DAL Position: Q4 2024 in Review

1858 Wealth Management sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 4,976 shares — an estimated $253K sold.

1858 Wealth Management first reported a position in DAL in Q2 2024 and held it in 2 quarters. The position peaked at $253K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

1858 Wealth Management reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
1858 Wealth Management sold 4,976 Delta Air Lines shares in Q4 2024, an estimated $253K.
1858 Wealth Management first reported a position in Delta Air Lines in Q2 2024 and held it in 2 quarters.
1858 Wealth Management's Delta Air Lines position peaked at $253K in Q3 2024.
1,214 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on 1858 Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.