Advisor Resource Council’s Delta Air Lines DAL Stock Holding History

Advisor Resource Council’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 Q1	–	Sell	-5,069	Closed	-$204K	–	291
2023 Q4	$204K	Buy	+5,069	New	+$184K	0.02%	452
2022 Q3	–	Sell	-8,822	Closed	-$256K	–	225
2022 Q2	$256K	Buy	+8,822	New	+$336K	0.02%	405
2022 Q1	–	Sell	-9,836	Closed	-$385K	–	284
2021 Q4	$385K	Buy	+9,836	New	+$394K	0.03%	381
2021 Q3	–	Sell	-6,092	Closed	-$264K	–	270
2021 Q2	$264K	Buy	+6,092	New	+$282K	0.03%	416

Other funds holding DAL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

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

Sanders Capital

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

Capital International Investors

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

Capital World Investors

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

Wellington Management Group

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

Geode Capital Management

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

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