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

Atticus 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 Q1	–	Sell	-62	Closed	-$2.5K	–	556
2023 Q4	$2.5K	Hold	62	–	–	﹤0.01%	474
2023 Q3	$2.29K	Sell	62 -53	-46%	-$2.3K	﹤0.01%	494
2023 Q2	$5.47K	Hold	115	–	–	﹤0.01%	447
2023 Q1	$4.02K	Hold	115	–	–	﹤0.01%	446
2022 Q4	$3.78K	Buy	115 +62	+117%	+$2.06K	﹤0.01%	436
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	493
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	526
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	522
2021 Q4	$2K	Hold	53	–	–	﹤0.01%	412
2021 Q3	$2K	Sell	53 -796	-94%	-$32.5K	﹤0.01%	383
2021 Q2	$37K	Sell	849 -45	-5%	-$2.08K	0.02%	253
2021 Q1	$43K	Sell	894 -550	-38%	-$24.3K	0.02%	224
2020 Q4	$58K	Buy	1,444 +100	+7%	+$3.64K	0.03%	196
2020 Q3	$41K	Sell	1,344 -1,900	-59%	-$54.8K	0.02%	188
2020 Q2	$91K	Sell	3,244 -2,406	-43%	-$61.2K	0.06%	138
2020 Q1	$161K	Buy	5,650 +4,376	+343%	+$217K	0.13%	87
2019 Q4	$75K	Buy	+1,274	New	+$71.5K	0.05%	149

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