AIA
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Alera Investment Advisors’s Delta Air Lines DAL Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-1,022
Closed -$53K – 301
2019
Q1 		$53K Sell
1,022
-164
-14% -$8.13K 0.03% 161
2018
Q4 		$59K Buy
+1,186
New +$64.6K 0.04% 156

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Alera Investment Advisors's DAL Position: Q2 2019 in Review

Alera Investment Advisors sold out of Delta Air Lines (DAL) in Q2 2019, closing a stake of 1,022 shares — an estimated $53K sold.

Alera Investment Advisors first reported a position in DAL in Q4 2018 and held it in 2 quarters. The position peaked at $59K in Q4 2018. 1,041 funds tracked by Wall St. Rank hold DAL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Delta Air Lines position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,022 Delta Air Lines shares in Q2 2019, an estimated $53K.
  • Alera Investment Advisors first reported a position in Delta Air Lines in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Delta Air Lines position peaked at $59K in Q4 2018.
  • 1,041 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.