Buckingham Strategic Wealth’s Delta Air Lines DAL Stock Holding History

Buckingham Strategic Wealth’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 Q2	$202K	Buy	4,265 +53	+1%	+$2.64K	﹤0.01%	708
2024 Q1	$202K	Buy	+4,212	New	+$174K	﹤0.01%	710
2022 Q2	–	Sell	-5,203	Closed	-$206K	–	621
2022 Q1	$206K	Sell	5,203 -4	-0.1%	-$156	﹤0.01%	560
2021 Q4	$203K	Sell	5,207 -359	-6%	-$14.4K	﹤0.01%	565
2021 Q3	$237K	Buy	5,566 +40	+0.7%	+$1.63K	﹤0.01%	522
2021 Q2	$239K	Sell	5,526 -1,043	-16%	-$48.3K	0.01%	514
2021 Q1	$317K	Sell	6,569 -72	-1%	-$3.19K	0.02%	421
2020 Q4	$267K	Buy	+6,641	New	+$242K	0.01%	439

Other funds holding DAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's DAL Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Delta Air Lines (DAL) stake by 1.3% in Q2 2024, buying an estimated $2.64K and bringing the position to 4,265 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Buckingham Strategic Wealth first reported a position in DAL in Q4 2020 and has held it in 8 quarters since. The position peaked at $317K in Q1 2021. 1,094 funds tracked by Wall St. Rank hold DAL as of Q2 2024.

Buckingham Strategic Wealth held 4,265 shares of Delta Air Lines worth $202K as of Q2 2024.
Buckingham Strategic Wealth bought 53 Delta Air Lines shares in Q2 2024, an estimated $2.64K.
Delta Air Lines made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #708 holding.
Buckingham Strategic Wealth first reported a position in Delta Air Lines in Q4 2020 and has held it in 8 quarters since.
Buckingham Strategic Wealth's Delta Air Lines position peaked at $317K in Q1 2021.
1,094 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.